Wealthspire Advisors (Maryland)’s Fidus Investment FDUS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Sell	-146	Closed	-$2K	–	2505
2018 Q4	$2K	Hold	146	–	–	﹤0.01%	2075
2018 Q3	$2K	Hold	146	–	–	﹤0.01%	2148
2018 Q2	$2K	Hold	146	–	–	﹤0.01%	2146
2018 Q1	$2K	Hold	146	–	–	﹤0.01%	2163
2017 Q4	$2K	Sell	146 -40	-22%	-$644	﹤0.01%	2119
2017 Q3	$3K	Hold	186	–	–	﹤0.01%	1902
2017 Q2	$3K	Buy	186 +20	+12%	+$345	﹤0.01%	1884
2017 Q1	$3K	Hold	166	–	–	﹤0.01%	1619
2016 Q4	$3K	Buy	166 +4	+2%	+$64	﹤0.01%	1471
2016 Q3	$3K	Buy	162 +4	+3%	+$63	﹤0.01%	1470
2016 Q2	$2K	Buy	158 +4	+3%	+$61	﹤0.01%	1505
2016 Q1	$2K	Buy	154 +4	+3%	+$55	﹤0.01%	1527
2015 Q4	$2K	Buy	+150	New	+$2.1K	﹤0.01%	1520

Other funds holding FDUS

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Arrowstreet Capital

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

VanEck Associates

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