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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

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FDUS Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Fidus Investment (FDUS) in Q1 2019, closing a stake of 146 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in FDUS in Q4 2015 and held it in 13 quarters. The position peaked at $3K in Q3 2017. 75 funds tracked by Wall St. Rank hold FDUS as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fidus Investment position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 146 Fidus Investment shares in Q1 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Fidus Investment in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Fidus Investment position peaked at $3K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.