SNT
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Security National Trust’s Fidus Investment FDUS Stock Holding History

Security National Trust’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
2020
Q2 		– Sell
-527
Closed -$3K – 432
2020
Q1 		$3K Buy
+527
New +$6.8K ﹤0.01% 428

Other funds holding FDUS

WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EBT
Enterprise Bank & Trust Lowell, Massachusetts $267M AUM 13.99% 1-Year Est. Return

Security National Trust's FDUS Position: Q2 2020 in Review

Security National Trust sold out of Fidus Investment (FDUS) in Q2 2020, closing a stake of 527 shares — an estimated $3K sold.

Security National Trust first reported a position in FDUS in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 77 funds tracked by Wall St. Rank hold FDUS as of Q2 2020.

  • Security National Trust reported no remaining Fidus Investment position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 527 Fidus Investment shares in Q2 2020, an estimated $3K.
  • Security National Trust first reported a position in Fidus Investment in Q1 2020 and held it in 1 quarter.
  • Security National Trust's Fidus Investment position peaked at $3K in Q1 2020.
  • 77 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.