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

WFI

West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

EBT

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

TRUE Private Wealth Advisors's FDUS Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of Fidus Investment (FDUS) in Q2 2020, closing a stake of 1,500 shares — an estimated $9K sold.

TRUE Private Wealth Advisors first reported a position in FDUS in Q2 2019 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 77 funds tracked by Wall St. Rank hold FDUS as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining Fidus Investment position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,500 Fidus Investment shares in Q2 2020, an estimated $9K.
TRUE Private Wealth Advisors first reported a position in Fidus Investment in Q2 2019 and held it in 3 quarters.
TRUE Private Wealth Advisors's Fidus Investment position peaked at $23K in Q2 2019.
77 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.