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WESPAC Advisors’s Fidus Investment FDUS Stock Holding History

WESPAC 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
Q1 		– Sell
-44,998
Closed -$668K – 66
2019
Q4 		$668K Buy
44,998
+841
+2% +$12.7K 0.65% 55
2019
Q3 		$655K Sell
44,157
-25,786
-37% -$396K 0.65% 56
2019
Q2 		$1.12M Buy
69,943
+6,134
+10% +$97.4K 0.83% 47
2019
Q1 		$978K Buy
63,809
+1,870
+3% +$26.9K 0.68% 52
2018
Q4 		$724K Sell
61,939
-19,646
-24% -$268K 0.7% 46
2018
Q3 		$1.19M Buy
81,585
+32,209
+65% +$474K 0.7% 51
2018
Q2 		$702K Buy
+49,376
New +$677K 0.72% 44

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
EBT
Enterprise Bank & Trust Lowell, Massachusetts $267M AUM 13.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WESPAC Advisors's FDUS Position: Q1 2020 in Review

WESPAC Advisors sold out of Fidus Investment (FDUS) in Q1 2020, closing a stake of 44,998 shares — an estimated $668K sold.

WESPAC Advisors first reported a position in FDUS in Q2 2018 and held it in 7 quarters. The position peaked at $1.19M in Q3 2018. 86 funds tracked by Wall St. Rank hold FDUS as of Q1 2020.

  • WESPAC Advisors reported no remaining Fidus Investment position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors sold 44,998 Fidus Investment shares in Q1 2020, an estimated $668K.
  • WESPAC Advisors first reported a position in Fidus Investment in Q2 2018 and held it in 7 quarters.
  • WESPAC Advisors's Fidus Investment position peaked at $1.19M in Q3 2018.
  • 86 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2020.

Based on WESPAC Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.