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Salzhauer Michael’s Fidus Investment FDUS Stock Holding History

Salzhauer Michael’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
2019
Q3 		– Sell
-20,600
Closed -$329K – 138
2019
Q2 		$329K Hold
20,600
– – 0.15% 91
2019
Q1 		$316K Hold
20,600
– – 0.16% 94
2018
Q4 		$241K Hold
20,600
– – 0.13% 108
2018
Q3 		$301K Hold
20,600
– – 0.11% 122
2018
Q2 		$293K Hold
20,600
– – 0.11% 125
2018
Q1 		$265K Hold
20,600
– – 0.1% 130
2017
Q4 		$313K Hold
20,600
– – 0.12% 117
2017
Q3 		$331K Hold
20,600
– – 0.14% 104
2017
Q2 		$346K Buy
20,600
+200
+1% +$3.45K 0.16% 104
2017
Q1 		$358K Hold
20,400
– – 0.17% 98
2016
Q4 		$321K Buy
+20,400
New +$324K 0.16% 105

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $285M AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return