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Sterling Investment Advisors (Pennsylvania)’s Fidus Investment FDUS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		– Sell
-1,000
Closed -$15K – 424
2019
Q1 		$15K Hold
1,000
– – 0.01% 315
2018
Q4 		$11K Hold
1,000
– – 0.01% 318
2018
Q3 		$15K Hold
1,000
– – 0.01% 326
2018
Q2 		$14K Hold
1,000
– – 0.01% 314
2018
Q1 		$13K Hold
1,000
– – 0.01% 304
2017
Q4 		$15K Hold
1,000
– – 0.01% 280
2017
Q3 		$16K Hold
1,000
– – 0.01% 268
2017
Q2 		$17K Hold
1,000
– – 0.01% 269
2017
Q1 		$18K Hold
1,000
– – 0.01% 259
2016
Q4 		$16K Buy
+1,000
New +$15.9K 0.01% 235

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FDUS Position: Q2 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Fidus Investment (FDUS) in Q2 2019, closing a stake of 1,000 shares — an estimated $15K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FDUS in Q4 2016 and held it in 10 quarters. The position peaked at $18K in Q1 2017. 75 funds tracked by Wall St. Rank hold FDUS as of Q2 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Fidus Investment position as of Q2 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,000 Fidus Investment shares in Q2 2019, an estimated $15K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Fidus Investment in Q4 2016 and held it in 10 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Fidus Investment position peaked at $18K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2019, filed 6 Aug 2019.