NFG
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Next Financial Group’s Fidus Investment FDUS Stock Holding History

Next Financial Group’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-250
Closed -$3K – 1859
2015
Q2 		$3K Hold
250
– – ﹤0.01% 1594
2015
Q1 		$3K Hold
250
– – ﹤0.01% 1605
2014
Q4 		$4K Hold
250
– – ﹤0.01% 1575
2014
Q3 		$4K Hold
250
– – ﹤0.01% 2132
2014
Q2 		$5K Buy
+250
New +$4.66K ﹤0.01% 917

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Next Financial Group's FDUS Position: Q3 2015 in Review

Next Financial Group sold out of Fidus Investment (FDUS) in Q3 2015, closing a stake of 250 shares — an estimated $3K sold.

Next Financial Group first reported a position in FDUS in Q2 2014 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 46 funds tracked by Wall St. Rank hold FDUS as of Q3 2015.

  • Next Financial Group reported no remaining Fidus Investment position as of Q3 2015 after selling out during the quarter.
  • Next Financial Group sold 250 Fidus Investment shares in Q3 2015, an estimated $3K.
  • Next Financial Group first reported a position in Fidus Investment in Q2 2014 and held it in 5 quarters.
  • Next Financial Group's Fidus Investment position peaked at $5K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2015.

Based on Next Financial Group's 13F filing for Q3 2015, filed 20 Oct 2015.