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Spot Trading’s Fidus Investment FDUS Stock Holding History

Spot Trading’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
2016
Q3 		– Sell
-32,600
Closed -$498K – 3187
2016
Q2 		$498K Sell
32,600
-4,100
-11% -$62.8K 0.01% 1627
2016
Q1 		$569K Buy
+36,700
New +$507K 0.01% 1480
2015
Q2 		– Sell
-10,400
Closed -$160K – 3978
2015
Q1 		$160K Buy
+10,400
New +$165K ﹤0.01% 2886

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return

Spot Trading's FDUS Position: Q3 2016 in Review

Spot Trading sold out of Fidus Investment (FDUS) in Q3 2016, closing a stake of 3,252 shares — an estimated $50K sold.

Spot Trading first reported a position in FDUS in Q2 2016 and held it in 1 quarter. The position peaked at $50K in Q2 2016. 56 funds tracked by Wall St. Rank hold FDUS as of Q3 2016.

  • Spot Trading reported no remaining Fidus Investment position as of Q3 2016 after selling out during the quarter.
  • Spot Trading sold 3,252 Fidus Investment shares in Q3 2016, an estimated $50K.
  • Spot Trading first reported a position in Fidus Investment in Q2 2016 and held it in 1 quarter.
  • Spot Trading's Fidus Investment position peaked at $50K in Q2 2016.
  • 56 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2016.

Based on Spot Trading's 13F filing for Q3 2016, filed 31 Oct 2016.