BI
SVVC

Bulldog Investors’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Bulldog Investors’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
2017
Q4 		– Sell
-210,715
Closed -$1.69M – 109
2017
Q3 		$1.69M Sell
210,715
-38,190
-15% -$299K 0.49% 48
2017
Q2 		$2.09M Sell
248,905
-7,281
-3% -$60.8K 0.53% 41
2017
Q1 		$2.04M Sell
256,186
-22,303
-8% -$179K 0.52% 38
2016
Q4 		$2.14M Sell
278,489
-36,552
-12% -$292K 0.55% 39
2016
Q3 		$2.47M Sell
315,041
-1,100
-0.3% -$7.96K 0.56% 36
2016
Q2 		$2.35M Sell
316,141
-143,259
-31% -$1.07M 0.61% 31
2016
Q1 		$3.45M Sell
459,400
-262,010
-36% -$1.89M 0.81% 29
2015
Q4 		$6.14M Hold
721,410
– – 1.29% 25
2015
Q3 		$6.14M Sell
721,410
-2,500
-0.3% -$26.9K 1.32% 23
2015
Q2 		$9.34M Sell
723,910
-61,542
-8% -$887K 1.93% 16
2015
Q1 		$11.3M Sell
785,452
-277,082
-26% -$4.29M 2.52% 14
2014
Q4 		$19.8M Sell
1,062,534
-292,131
-22% -$6.39M 4.29% 7
2014
Q3 		$32.5M Hold
1,354,665
– – 6.79% 3
2014
Q2 		$28.8M Hold
1,354,665
– – 6.08% 3
2014
Q1 		$28.9M Buy
1,354,665
+348,711
+35% +$8.17M 6.59% 3
2013
Q4 		$23.3M Buy
1,005,954
+296,325
+42% +$6.9M 5.22% 5
2013
Q3 		$17.4M Sell
709,629
-124,253
-15% -$2.76M 3.91% 7
2013
Q2 		$16.6M Buy
+833,882
New +$16M 3.62% 6

Other funds holding SVVC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
PM
Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Bulldog Investors's SVVC Position: Q4 2017 in Review

Bulldog Investors sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2017, closing a stake of 210,715 shares — an estimated $1.69M sold.

Bulldog Investors first reported a position in SVVC in Q2 2013 and held it in 18 quarters. The position peaked at $32.5M in Q3 2014. 34 funds tracked by Wall St. Rank hold SVVC as of Q4 2017.

  • Bulldog Investors reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Bulldog Investors sold 210,715 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2017, an estimated $1.69M.
  • Bulldog Investors first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2013 and held it in 18 quarters.
  • Bulldog Investors's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $32.5M in Q3 2014.
  • 34 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2017.

Based on Bulldog Investors's 13F filing for Q4 2017, filed 14 Feb 2018.