MFS
SVVC

MSI Financial Services’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

MSI Financial 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
2016
Q2 		– Sell
-41
Closed – – 4132
2016
Q1 		$0 Buy
+41
New +$296 ﹤0.01% 4130
2014
Q1 		– Sell
-350
Closed -$8K – 2659
2013
Q4 		$8K Buy
+350
New +$8.16K ﹤0.01% 1797

Other funds holding SVVC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSI Financial Services's SVVC Position: Q2 2016 in Review

MSI Financial Services sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q2 2016, closing a stake of 41 shares.

MSI Financial Services first reported a position in SVVC in Q4 2013 and held it in 2 quarters. The position peaked at $8K in Q4 2013. 29 funds tracked by Wall St. Rank hold SVVC as of Q2 2016.

  • MSI Financial Services reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q2 2016 after selling out during the quarter.
  • MSI Financial Services sold 41 Firsthand Technology Value Fund, Inc. Common Stock shares in Q2 2016.
  • MSI Financial Services first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2013 and held it in 2 quarters.
  • MSI Financial Services's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $8K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q2 2016.

Based on MSI Financial Services's 13F filing for Q2 2016, filed 25 Jul 2016.