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SVVC

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

Wealthfront’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
Q3 		– Sell
-55
Closed -$1K – 1482
2015
Q2 		$1K Buy
+55
New +$793 ﹤0.01% 1265

Other funds holding SVVC

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wealthfront's SVVC Position: Q3 2015 in Review

Wealthfront sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q3 2015, closing a stake of 55 shares — an estimated $1K sold.

Wealthfront first reported a position in SVVC in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 32 funds tracked by Wall St. Rank hold SVVC as of Q3 2015.

  • Wealthfront reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 55 Firsthand Technology Value Fund, Inc. Common Stock shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $1K in Q2 2015.
  • 32 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.