MLM
SVVC

Mount Lucas Management’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Mount Lucas 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
2015
Q4 		– Sell
-2,500
Closed -$21K – 126
2015
Q3 		$21K Buy
+2,500
New +$26.9K ﹤0.01% 93

Other funds holding SVVC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mount Lucas Management's SVVC Position: Q4 2015 in Review

Mount Lucas Management sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2015, closing a stake of 2,500 shares — an estimated $21K sold.

Mount Lucas Management first reported a position in SVVC in Q3 2015 and held it in 1 quarter. The position peaked at $21K in Q3 2015. 32 funds tracked by Wall St. Rank hold SVVC as of Q4 2015.

  • Mount Lucas Management reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2015 after selling out during the quarter.
  • Mount Lucas Management sold 2,500 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2015, an estimated $21K.
  • Mount Lucas Management first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q3 2015 and held it in 1 quarter.
  • Mount Lucas Management's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $21K in Q3 2015.
  • 32 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2015.

Based on Mount Lucas Management's 13F filing for Q4 2015, filed 16 Feb 2016.