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tru Independence’s Fidus Investment FDUS Stock Holding History

tru Independence’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
Q3 		– Sell
-4,800
Closed -$44K – 517
2020
Q2 		$44K Hold
4,800
– – 0.01% 392
2020
Q1 		$32K Hold
4,800
– – 0.01% 339
2019
Q4 		$32K Buy
+4,800
New +$72.2K ﹤0.01% 423

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 $345M AUM 46.29% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

tru Independence's FDUS Position: Q3 2020 in Review

tru Independence sold out of Fidus Investment (FDUS) in Q3 2020, closing a stake of 4,800 shares — an estimated $44K sold.

tru Independence first reported a position in FDUS in Q4 2019 and held it in 3 quarters. The position peaked at $44K in Q2 2020. 79 funds tracked by Wall St. Rank hold FDUS as of Q3 2020.

  • tru Independence reported no remaining Fidus Investment position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 4,800 Fidus Investment shares in Q3 2020, an estimated $44K.
  • tru Independence first reported a position in Fidus Investment in Q4 2019 and held it in 3 quarters.
  • tru Independence's Fidus Investment position peaked at $44K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.