IA
SVVC

IFP Advisors’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

IFP Advisors’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
Q1 		– Sell
-68
Closed -$1K – 3599
2018
Q4 		$1K Buy
68
+29
+74% +$388 ﹤0.01% 3429
2018
Q3 		$1K Hold
39
– – ﹤0.01% 3749
2018
Q2 		$1K Hold
39
– – ﹤0.01% 3801
2018
Q1 		$0 Hold
39
– – ﹤0.01% 3859
2017
Q4 		$0 Sell
39
-13
-25% -$108 ﹤0.01% 4170
2017
Q3 		$0 Hold
52
– – ﹤0.01% 4254
2017
Q2 		$0 Buy
52
+18
+53% +$150 ﹤0.01% 4253
2017
Q1 		$0 Hold
34
– – ﹤0.01% 4170
2016
Q4 		$0 Hold
34
– – ﹤0.01% 4175
2016
Q3 		$0 Hold
34
– – ﹤0.01% 4088
2016
Q2 		$0 Buy
+34
New +$253 ﹤0.01% 4125
2016
Q1 		– Sell
-34
Closed – – 3592
2015
Q4 		$0 Buy
+34
New +$271 ﹤0.01% 3817

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

IFP Advisors's SVVC Position: Q1 2019 in Review

IFP Advisors sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q1 2019, closing a stake of 68 shares — an estimated $1K sold.

IFP Advisors first reported a position in SVVC in Q4 2015 and held it in 12 quarters. The position peaked at $1K in Q4 2018. 36 funds tracked by Wall St. Rank hold SVVC as of Q1 2019.

  • IFP Advisors reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 68 Firsthand Technology Value Fund, Inc. Common Stock shares in Q1 2019, an estimated $1K.
  • IFP Advisors first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $1K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.