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Salem Investment Counselors’s Fidus Investment FDUS Stock Holding History

Salem Investment Counselors’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
2017
Q3 		– Sell
-43,000
Closed -$723K – 603
2017
Q2 		$723K Buy
+43,000
New +$741K 0.08% 139

Other funds holding FDUS

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Salem Investment Counselors's FDUS Position: Q3 2017 in Review

Salem Investment Counselors sold out of Fidus Investment (FDUS) in Q3 2017, closing a stake of 43,000 shares — an estimated $723K sold.

Salem Investment Counselors first reported a position in FDUS in Q2 2017 and held it in 1 quarter. The position peaked at $723K in Q2 2017. 67 funds tracked by Wall St. Rank hold FDUS as of Q3 2017.

  • Salem Investment Counselors reported no remaining Fidus Investment position as of Q3 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 43,000 Fidus Investment shares in Q3 2017, an estimated $723K.
  • Salem Investment Counselors first reported a position in Fidus Investment in Q2 2017 and held it in 1 quarter.
  • Salem Investment Counselors's Fidus Investment position peaked at $723K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2017.

Based on Salem Investment Counselors's 13F filing for Q3 2017, filed 16 Nov 2017.