U
SVVC

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

UBS’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
2014
Q3 		$78K Buy
3,238
+865
+36% +$19.3K ﹤0.01% 6287
2014
Q2 		$51K Sell
2,373
-227
-9% -$4.72K ﹤0.01% 6840
2014
Q1 		$56K Sell
2,600
-1,027
-28% -$24.1K ﹤0.01% 6687
2013
Q4 		$84K Buy
3,627
+1,071
+42% +$25K ﹤0.01% 6280
2013
Q3 		$63K Sell
2,556
-1,382
-35% -$30.7K ﹤0.01% 6563
2013
Q2 		$78K Buy
+3,938
New +$75.5K ﹤0.01% 6200

Other funds holding SVVC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

UBS's SVVC Position: Q3 2014 in Review

UBS increased its Firsthand Technology Value Fund, Inc. Common Stock (SVVC) stake by 36% in Q3 2014, buying an estimated $19.3K and bringing the position to 3,238 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #6287.

UBS first reported a position in SVVC in Q2 2013 and has held it in 6 quarters since. The position peaked at $84K in Q4 2013. 38 funds tracked by Wall St. Rank hold SVVC as of Q3 2014.

  • UBS held 3,238 shares of Firsthand Technology Value Fund, Inc. Common Stock worth $78K as of Q3 2014.
  • UBS bought 865 Firsthand Technology Value Fund, Inc. Common Stock shares in Q3 2014, an estimated $19.3K.
  • Firsthand Technology Value Fund, Inc. Common Stock made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6287 holding.
  • UBS first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2013 and has held it in 6 quarters since.
  • UBS's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $84K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.