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First Trust Direct Indexing’s Shenandoah Telecom SHEN Stock Holding History

First Trust Direct Indexing’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,570
Closed -$68K – 891
2020
Q4 		$68K Buy
+1,570
New +$70.5K 0.02% 650

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Trust Direct Indexing's SHEN Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Shenandoah Telecom (SHEN) in Q1 2021, closing a stake of 1,570 shares — an estimated $68K sold.

First Trust Direct Indexing first reported a position in SHEN in Q4 2020 and held it in 1 quarter. The position peaked at $68K in Q4 2020. 150 funds tracked by Wall St. Rank hold SHEN as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Shenandoah Telecom position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,570 Shenandoah Telecom shares in Q1 2021, an estimated $68K.
  • First Trust Direct Indexing first reported a position in Shenandoah Telecom in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Shenandoah Telecom position peaked at $68K in Q4 2020.
  • 150 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.