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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
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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.