TRUE Private Wealth Advisors’s Fidus Investment FDUS Stock Holding History

TRUE Private Wealth Advisors’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 Q2	–	Sell	-1,500	Closed	-$9K	–	701
2020 Q1	$9K	Hold	1,500	–	–	﹤0.01%	462
2019 Q4	$22K	Buy	+1,500	New	+$22.6K	﹤0.01%	473
2019 Q3	–	Sell	-1,500	Closed	-$23K	–	395
2019 Q2	$23K	Buy	+1,500	New	+$23.8K	﹤0.01%	444

Other funds holding FDUS

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Enterprise Bank & Trust Lowell, Massachusetts $267M AUM 13.99% 1-Year Est. Return