Sandy Spring Bank’s Fidus Investment FDUS Stock Holding History

Sandy Spring Bank’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
2014 Q2	–	Sell	-240	Closed	-$5K	–	802
2014 Q1	$5K	Buy	+240	New	+$4.94K	﹤0.01%	642

Other funds holding FDUS

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Sandy Spring Bank's FDUS Position: Q2 2014 in Review

Sandy Spring Bank sold out of Fidus Investment (FDUS) in Q2 2014, closing a stake of 240 shares — an estimated $5K sold.

Sandy Spring Bank first reported a position in FDUS in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 64 funds tracked by Wall St. Rank hold FDUS as of Q2 2014.

Sandy Spring Bank reported no remaining Fidus Investment position as of Q2 2014 after selling out during the quarter.
Sandy Spring Bank sold 240 Fidus Investment shares in Q2 2014, an estimated $5K.
Sandy Spring Bank first reported a position in Fidus Investment in Q1 2014 and held it in 1 quarter.
Sandy Spring Bank's Fidus Investment position peaked at $5K in Q1 2014.
64 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2014.

Based on Sandy Spring Bank's 13F filing for Q2 2014, filed 6 Aug 2014.