Asset Planning Services (Pennsylvania)’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio SVVC Stock Details SVVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-165	Closed	-$1K	–	273
2019 Q3	$1K	Hold	165	–	–	﹤0.01%	266
2019 Q2	$2K	Hold	165	–	–	﹤0.01%	249
2019 Q1	$2K	Hold	165	–	–	﹤0.01%	248
2018 Q4	$2K	Hold	165	–	–	﹤0.01%	250
2018 Q3	$2K	Hold	165	–	–	﹤0.01%	253
2018 Q2	$2K	Hold	165	–	–	﹤0.01%	251
2018 Q1	$2K	Hold	165	–	–	﹤0.01%	255
2017 Q4	$1K	Hold	165	–	–	﹤0.01%	270
2017 Q3	$1K	Hold	165	–	–	﹤0.01%	293
2017 Q2	$1K	Hold	165	–	–	﹤0.01%	292
2017 Q1	$1K	Hold	165	–	–	﹤0.01%	278
2016 Q4	$1K	Hold	165	–	–	﹤0.01%	273
2016 Q3	$1K	Hold	165	–	–	﹤0.01%	268
2016 Q2	$1K	Hold	165	–	–	﹤0.01%	284
2016 Q1	$1K	Hold	165	–	–	﹤0.01%	258
2015 Q4	$1K	Hold	165	–	–	﹤0.01%	231
2015 Q3	$1K	Hold	165	–	–	﹤0.01%	227
2015 Q2	$2K	Buy	+165	New	+$2.38K	﹤0.01%	233

Other funds holding SVVC

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SVVC Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2019, closing a stake of 165 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in SVVC in Q2 2015 and held it in 18 quarters. The position peaked at $2K in Q2 2019. 30 funds tracked by Wall St. Rank hold SVVC as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 165 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2019, an estimated $1K.
Asset Planning Services (Pennsylvania) first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Firsthand Technology Value Fund, Inc. Common Stock position peaked at $2K in Q2 2019.
30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.