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Opus Capital Group’s Fidus Investment FDUS Stock Holding History

Opus Capital 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
2018
Q1 		– Sell
-160,704
Closed -$2.44M – 234
2017
Q4 		$2.44M Sell
160,704
-7,263
-4% -$117K 0.54% 74
2017
Q3 		$2.7M Sell
167,967
-55,878
-25% -$917K 0.61% 70
2017
Q2 		$3.77M Buy
223,845
+210,483
+1,575% +$3.63M 0.74% 52
2017
Q1 		$235K Sell
13,362
-62
-0.5% -$1.03K 0.03% 242
2016
Q4 		$211K Buy
+13,424
New +$213K 0.03% 230
2016
Q1 		– Sell
-24,028
Closed -$328K – 203
2015
Q4 		$328K Buy
24,028
+2,240
+10% +$31.3K 0.06% 207
2015
Q3 		$300K Buy
+21,788
New +$319K 0.05% 207

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Opus Capital Group's FDUS Position: Q1 2018 in Review

Opus Capital Group sold out of Fidus Investment (FDUS) in Q1 2018, closing a stake of 160,704 shares — an estimated $2.44M sold.

Opus Capital Group first reported a position in FDUS in Q3 2015 and held it in 7 quarters. The position peaked at $3.77M in Q2 2017. 70 funds tracked by Wall St. Rank hold FDUS as of Q1 2018.

  • Opus Capital Group reported no remaining Fidus Investment position as of Q1 2018 after selling out during the quarter.
  • Opus Capital Group sold 160,704 Fidus Investment shares in Q1 2018, an estimated $2.44M.
  • Opus Capital Group first reported a position in Fidus Investment in Q3 2015 and held it in 7 quarters.
  • Opus Capital Group's Fidus Investment position peaked at $3.77M in Q2 2017.
  • 70 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2018.

Based on Opus Capital Group's 13F filing for Q1 2018, filed 4 May 2018.