WCM
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Wedge Capital Management’s Fidus Investment FDUS Stock Holding History

Wedge Capital Management’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
Q4 		– Sell
-89,288
Closed -$1.32M – 571
2019
Q3 		$1.32M Buy
89,288
+49,015
+122% +$754K 0.02% 303
2019
Q2 		$642K Buy
+40,273
New +$639K 0.01% 418

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wedge Capital Management's FDUS Position: Q4 2019 in Review

Wedge Capital Management sold out of Fidus Investment (FDUS) in Q4 2019, closing a stake of 89,288 shares — an estimated $1.32M sold.

Wedge Capital Management first reported a position in FDUS in Q2 2019 and held it in 2 quarters. The position peaked at $1.32M in Q3 2019. 77 funds tracked by Wall St. Rank hold FDUS as of Q4 2019.

  • Wedge Capital Management reported no remaining Fidus Investment position as of Q4 2019 after selling out during the quarter.
  • Wedge Capital Management sold 89,288 Fidus Investment shares in Q4 2019, an estimated $1.32M.
  • Wedge Capital Management first reported a position in Fidus Investment in Q2 2019 and held it in 2 quarters.
  • Wedge Capital Management's Fidus Investment position peaked at $1.32M in Q3 2019.
  • 77 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2019.

Based on Wedge Capital Management's 13F filing for Q4 2019, filed 15 Jan 2020.