WT
FONE

Whittier Trust’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History

Whittier Trust’s Portfolio FONE Stock Details FONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-32
Closed -$2K – 1514
2019
Q1 		$2K Hold
32
– – ﹤0.01% 1244
2018
Q4 		$1K Hold
32
– – ﹤0.01% 1334
2018
Q3 		$2K Hold
32
– – ﹤0.01% 1211
2018
Q2 		$2K Hold
32
– – ﹤0.01% 1204
2018
Q1 		$2K Hold
32
– – ﹤0.01% 1242
2017
Q4 		$2K Hold
32
– – ﹤0.01% 1220
2017
Q3 		$2K Hold
32
– – ﹤0.01% 1261
2017
Q2 		$2K Hold
32
– – ﹤0.01% 1188
2017
Q1 		$1K Buy
+32
New +$1.41K ﹤0.01% 1346

Whittier Trust's FONE Position: Q2 2019 in Review

Whittier Trust sold out of First Trust NASDAQ Smartphone Index Fund (FONE) in Q2 2019, closing a stake of 32 shares — an estimated $2K sold.

Whittier Trust first reported a position in FONE in Q1 2017 and held it in 9 quarters. The position peaked at $2K in Q1 2019. 0 funds tracked by Wall St. Rank hold FONE as of Q2 2019.

  • Whittier Trust reported no remaining First Trust NASDAQ Smartphone Index Fund position as of Q2 2019 after selling out during the quarter.
  • Whittier Trust sold 32 First Trust NASDAQ Smartphone Index Fund shares in Q2 2019, an estimated $2K.
  • Whittier Trust first reported a position in First Trust NASDAQ Smartphone Index Fund in Q1 2017 and held it in 9 quarters.
  • Whittier Trust's First Trust NASDAQ Smartphone Index Fund position peaked at $2K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held First Trust NASDAQ Smartphone Index Fund as of Q2 2019.

Based on Whittier Trust's 13F filing for Q2 2019, filed 23 Jul 2019.