JWM
SVVC

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

Janiczek 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
2018
Q3 		– Sell
-33
Closed – – 174
2018
Q2 		$0 Buy
+33
New +$399 ﹤0.01% 175

Other funds holding SVVC

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CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PM
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Janiczek Wealth Management's SVVC Position: Q3 2018 in Review

Janiczek Wealth Management sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q3 2018, closing a stake of 33 shares.

Janiczek Wealth Management first reported a position in SVVC in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 32 funds tracked by Wall St. Rank hold SVVC as of Q3 2018.

  • Janiczek Wealth Management reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Janiczek Wealth Management sold 33 Firsthand Technology Value Fund, Inc. Common Stock shares in Q3 2018.
  • Janiczek Wealth Management first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2018 and held it in 1 quarter.
  • Janiczek Wealth Management's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $0 in Q2 2018.
  • 32 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q3 2018.

Based on Janiczek Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.