EWM
SVVC

Edge Wealth Management’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Edge Wealth Management’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
2016
Q1 		– Sell
-1,867
Closed -$16K – 500
2015
Q4 		$16K Hold
1,867
– – 0.01% 260
2015
Q3 		$16K Hold
1,867
– – 0.01% 256
2015
Q2 		$24K Hold
1,867
– – 0.01% 241
2015
Q1 		$27K Sell
1,867
-383
-17% -$5.94K 0.01% 233
2014
Q4 		$42K Hold
2,250
– – 0.02% 210
2014
Q3 		$54K Hold
2,250
– – 0.02% 182
2014
Q2 		$48K Hold
2,250
– – 0.02% 184
2014
Q1 		$48K Hold
2,250
– – 0.02% 180
2013
Q4 		$52K Hold
2,250
– – 0.02% 163
2013
Q3 		$55K Hold
2,250
– – 0.03% 139
2013
Q2 		$44K Buy
+2,250
New +$43.1K 0.03% 138

Other funds holding SVVC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 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 $570B AUM 27.57% 1-Year Est. Return

Edge Wealth Management's SVVC Position: Q1 2016 in Review

Edge Wealth Management sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q1 2016, closing a stake of 1,867 shares — an estimated $16K sold.

Edge Wealth Management first reported a position in SVVC in Q2 2013 and held it in 11 quarters. The position peaked at $55K in Q3 2013. 30 funds tracked by Wall St. Rank hold SVVC as of Q1 2016.

  • Edge Wealth Management reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 1,867 Firsthand Technology Value Fund, Inc. Common Stock shares in Q1 2016, an estimated $16K.
  • Edge Wealth Management first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2013 and held it in 11 quarters.
  • Edge Wealth Management's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $55K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.