Avantax Planning Partners’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-142	Closed	-$2K	–	1276
2018 Q3	$2K	Buy	+142	New	+$2.07K	﹤0.01%	1379
2018 Q2	–	Sell	-142	Closed	-$2K	–	1592
2018 Q1	$2K	Buy	+142	New	+$1.48K	﹤0.01%	1644

Other funds holding SVVC

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

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

TJHA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Avantax Planning Partners's SVVC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2018, closing a stake of 142 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in SVVC in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 33 funds tracked by Wall St. Rank hold SVVC as of Q4 2018.

Avantax Planning Partners reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 142 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2018, an estimated $2K.
Avantax Planning Partners first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $2K in Q3 2018.
33 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.