M Holdings Securities’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

M Holdings Securities’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 Q1	–	Sell	-26,000	Closed	-$233K	–	343
2017 Q4	$233K	Hold	26,000	–	–	0.07%	276
2017 Q3	$208K	Hold	26,000	–	–	0.07%	293
2017 Q2	$218K	Hold	26,000	–	–	0.07%	273
2017 Q1	$207K	Hold	26,000	–	–	0.08%	256
2016 Q4	$199K	Hold	26,000	–	–	0.07%	240
2016 Q3	$204K	Buy	+26,000	New	+$188K	0.09%	240

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

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Precept Management Dallas, Texas $43.1M AUM 36.77% 1-Year Est. Return

FNY Partners Fund New York $183M AUM 32.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return