FIRST NATIONAL CORP

HTTPS://WWW.FNCADVISOR.COM ROCKLAND, MA How do I update this listing?

Also known as:

  • FIRST NATIONAL CORP /MA/ /ADV

First National Corp is based out of Rockland. First National Corp is a large advisory firm with 608 clients and discretionary assets under management (AUM) of $665,993,914 (Form ADV from 2018-10-01). Their last reported 13F filing for Q1 2019 included $235,477,000 in managed 13F securities and a top 10 holdings concentration of 41.38%. First National Corp's largest holding is Abbott Laboratories with shares held of 11,872. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $235.477 Million
  • Prior Market Value $217.042 Million
  • New Purchases121 stocks
  • Additional Purchases95 stocks
  • Sold out of61 stocks
  • Reduced holdings in79 stocks
  • Top 10 Holdings % 41.38 %
  • Turnover % [1]:38.64%
  • Turnover Alt % [2]: 26.20 %
  • Time Held Top20:0.10 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FIRST NATIONAL CORPORATION
300 LEDGEWOOD PLACE SUITE 101
ROCKLAND MA    02370
Country: United States

Business Phone: 781-878-7757
Fax: 781-878-9894
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 8
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 46,731,600
Total Number of Clients: 608
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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