First National Corp’s iShares US Utilities ETF IDU Stock Holding History

First National Corp’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,346	Closed	-$99K	–	262
2019 Q1	$99K	Hold	1,346	–	–	0.04%	178
2018 Q4	$90K	Buy	+1,346	New	+$92.7K	0.04%	192

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

First National Corp's IDU Position: Q2 2019 in Review

First National Corp sold out of iShares US Utilities ETF (IDU) in Q2 2019, closing a stake of 1,346 shares — an estimated $99K sold.

First National Corp first reported a position in IDU in Q4 2018 and held it in 2 quarters. The position peaked at $99K in Q1 2019. 167 funds tracked by Wall St. Rank hold IDU as of Q2 2019.

First National Corp reported no remaining iShares US Utilities ETF position as of Q2 2019 after selling out during the quarter.
First National Corp sold 1,346 iShares US Utilities ETF shares in Q2 2019, an estimated $99K.
First National Corp first reported a position in iShares US Utilities ETF in Q4 2018 and held it in 2 quarters.
First National Corp's iShares US Utilities ETF position peaked at $99K in Q1 2019.
167 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2019.

Based on First National Corp's 13F filing for Q2 2019, filed 30 Jul 2019.