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Summit Securities Group’s Fidus Investment FDUS Stock Holding History

Summit Securities Group’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
2013
Q3 		– Sell
-100
Closed -$2K – 465
2013
Q2 		$2K Buy
+100
New +$1.85K ﹤0.01% 479

Other funds holding FDUS

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Summit Securities Group's FDUS Position: Q3 2013 in Review

Summit Securities Group sold out of Fidus Investment (FDUS) in Q3 2013, closing a stake of 100 shares — an estimated $2K sold.

Summit Securities Group first reported a position in FDUS in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 59 funds tracked by Wall St. Rank hold FDUS as of Q3 2013.

  • Summit Securities Group reported no remaining Fidus Investment position as of Q3 2013 after selling out during the quarter.
  • Summit Securities Group sold 100 Fidus Investment shares in Q3 2013, an estimated $2K.
  • Summit Securities Group first reported a position in Fidus Investment in Q2 2013 and held it in 1 quarter.
  • Summit Securities Group's Fidus Investment position peaked at $2K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2013.

Based on Summit Securities Group's 13F filing for Q3 2013, filed 1 Nov 2013.