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Windsor Capital Management’s Fidus Investment FDUS Stock Holding History

Windsor 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
2015
Q4 		– Sell
-300
Closed -$4K – 192
2015
Q3 		$4K Buy
+300
New +$4.39K ﹤0.01% 429

Other funds holding FDUS

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YMRC
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 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 $285M AUM 30.42% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Windsor Capital Management's FDUS Position: Q4 2015 in Review

Windsor Capital Management sold out of Fidus Investment (FDUS) in Q4 2015, closing a stake of 300 shares — an estimated $4K sold.

Windsor Capital Management first reported a position in FDUS in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 43 funds tracked by Wall St. Rank hold FDUS as of Q4 2015.

  • Windsor Capital Management reported no remaining Fidus Investment position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 Fidus Investment shares in Q4 2015, an estimated $4K.
  • Windsor Capital Management first reported a position in Fidus Investment in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Fidus Investment position peaked at $4K in Q3 2015.
  • 43 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.