WFI
FDUS icon

West Family Investments’s Fidus Investment FDUS Stock Holding History

West Family Investments’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
2021
Q1 		– Sell
-484,709
Closed -$6.35K – 86
2020
Q4 		$6.35K Hold
484,709
– – 1.93% 13
2020
Q3 		$4.79M Sell
484,709
-161,315
-25% -$1.55M 1.8% 15
2020
Q2 		$9.59M Sell
646,024
-81,900
-11% -$711K 2.32% 10
2020
Q1 		$4.82M Buy
727,924
+81,900
+13% +$1.06M 1.92% 15
2019
Q4 		$9.59M Buy
646,024
+5,200
+0.8% +$78.2K 2.32% 10
2019
Q3 		$9.5M Buy
640,824
+20,000
+3% +$307K 2.36% 11
2019
Q2 		$9.9M Hold
620,824
– – 2.49% 9
2019
Q1 		$9.52M Hold
620,824
– – 2.38% 10
2018
Q4 		$7.26M Hold
620,824
– – 1.88% 14
2018
Q3 		$9.08M Hold
620,824
– – 2.15% 11
2018
Q2 		$8.82M Buy
620,824
+17,000
+3% +$233K 2.18% 10
2018
Q1 		$7.78M Buy
603,824
+211,496
+54% +$2.94M 2.06% 13
2017
Q4 		$5.96M Buy
392,328
+78,007
+25% +$1.26M 1.53% 20
2017
Q3 		$5.05K Buy
314,321
+13,510
+4% +$222K 0.61% 23
2017
Q2 		$4.86M Buy
300,811
+981
+0.3% +$16.9K 1.07% 24
2017
Q1 		$5.27M Hold
299,830
– – 1.01% 24
2016
Q4 		$4.72M Buy
299,830
+70,000
+30% +$1.11M 0.83% 27
2016
Q3 		$4.72M Sell
229,830
-69,400
-23% -$1.1M 0.88% 25
2016
Q2 		$4.57M Buy
299,230
+52,101
+21% +$799K 0.83% 27
2016
Q1 		$3.83M Buy
247,129
+53,771
+28% +$742K 0.63% 29
2015
Q4 		$2.65M Buy
193,358
+83,574
+76% +$1.17M 0.68% 36
2015
Q3 		$1.51M Buy
109,784
+81,968
+295% +$1.2M 0.31% 54
2015
Q2 		$414K Sell
27,816
-6,912
-20% -$112K 0.09% 86
2015
Q1 		$534K Buy
34,728
+21,400
+161% +$339K 0.11% 83
2014
Q4 		$198K Buy
+13,328
New +$214K 0.04% 100

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

West Family Investments's FDUS Position: Q1 2021 in Review

West Family Investments sold out of Fidus Investment (FDUS) in Q1 2021, closing a stake of 484,709 shares — an estimated $6.35K sold.

West Family Investments first reported a position in FDUS in Q4 2014 and held it in 25 quarters. The position peaked at $9.9M in Q2 2019. 81 funds tracked by Wall St. Rank hold FDUS as of Q1 2021.

  • West Family Investments reported no remaining Fidus Investment position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 484,709 Fidus Investment shares in Q1 2021, an estimated $6.35K.
  • West Family Investments first reported a position in Fidus Investment in Q4 2014 and held it in 25 quarters.
  • West Family Investments's Fidus Investment position peaked at $9.9M in Q2 2019.
  • 81 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.