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Wambolt & Associates’s Fidus Investment FDUS Stock Holding History

Wambolt & Associates’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
Q4 		– Sell
-10,813
Closed -$107K – 206
2020
Q3 		$107K Sell
10,813
-5,538
-34% -$53.3K 0.08% 178
2020
Q2 		$148K Sell
16,351
-465
-3% -$4.04K 0.12% 175
2020
Q1 		$111K Sell
16,816
-352
-2% -$4.54K 0.11% 156
2019
Q4 		$255K Buy
17,168
+746
+5% +$11.2K 0.19% 147
2019
Q3 		$244K Sell
16,422
-680
-4% -$10.5K 0.2% 139
2019
Q2 		$273K Hold
17,102
– – 0.23% 131
2019
Q1 		$262K Hold
17,102
– – 0.24% 126
2018
Q4 		$200K Buy
+17,102
New +$233K 0.22% 136

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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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 $432B AUM 29.4% 1-Year Est. Return

Wambolt & Associates's FDUS Position: Q4 2020 in Review

Wambolt & Associates sold out of Fidus Investment (FDUS) in Q4 2020, closing a stake of 10,813 shares — an estimated $107K sold.

Wambolt & Associates first reported a position in FDUS in Q4 2018 and held it in 8 quarters. The position peaked at $273K in Q2 2019. 74 funds tracked by Wall St. Rank hold FDUS as of Q4 2020.

  • Wambolt & Associates reported no remaining Fidus Investment position as of Q4 2020 after selling out during the quarter.
  • Wambolt & Associates sold 10,813 Fidus Investment shares in Q4 2020, an estimated $107K.
  • Wambolt & Associates first reported a position in Fidus Investment in Q4 2018 and held it in 8 quarters.
  • Wambolt & Associates's Fidus Investment position peaked at $273K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2020.

Based on Wambolt & Associates's 13F filing for Q4 2020, filed 19 Jan 2021.