Glassman Wealth Services’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-35	Closed	–	–	1443
2019 Q1	$0	Hold	35	–	–	﹤0.01%	1241
2018 Q4	$0	Hold	35	–	–	﹤0.01%	1024
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	766
2018 Q2	$0	Buy	+35	New	+$424	﹤0.01%	985

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

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

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

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

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

LTFS

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

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Glassman Wealth Services's SVVC Position: Q2 2019 in Review

Glassman Wealth Services sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q2 2019, closing a stake of 35 shares.

Glassman Wealth Services first reported a position in SVVC in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 30 funds tracked by Wall St. Rank hold SVVC as of Q2 2019.

Glassman Wealth Services reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Glassman Wealth Services sold 35 Firsthand Technology Value Fund, Inc. Common Stock shares in Q2 2019.
Glassman Wealth Services first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2018 and held it in 4 quarters.
Glassman Wealth Services's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $1K in Q3 2018.
30 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q2 2019.

Based on Glassman Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.