SFS
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Sowell Financial Services’s Fidus Investment FDUS Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-400
Closed -$6K – 2502
2019
Q4 		$6K Hold
400
– – ﹤0.01% 1835
2019
Q3 		$6K Buy
+400
New +$6.15K ﹤0.01% 1686

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
EBT
Enterprise Bank & Trust Lowell, Massachusetts $267M AUM 13.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sowell Financial Services's FDUS Position: Q1 2020 in Review

Sowell Financial Services sold out of Fidus Investment (FDUS) in Q1 2020, closing a stake of 400 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in FDUS in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 86 funds tracked by Wall St. Rank hold FDUS as of Q1 2020.

  • Sowell Financial Services reported no remaining Fidus Investment position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 400 Fidus Investment shares in Q1 2020, an estimated $6K.
  • Sowell Financial Services first reported a position in Fidus Investment in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Fidus Investment position peaked at $6K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.