Allred Capital Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Allred Capital Management’s Portfolio PTMC Stock Details PTMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-532	Closed	-$16.3K	–	576
2019 Q4	$16.3K	Buy	+532	New	+$15.9K	0.01%	522
2019 Q2	–	Sell	-25,924	Closed	-$787K	–	189
2019 Q1	$787K	Sell	25,924 -8,165	-24%	-$250K	0.45%	69
2018 Q4	$1.05M	Buy	+34,089	New	+$1.07M	0.7%	41

Other funds holding PTMC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allred Capital Management's PTMC Position: Q1 2020 in Review

Allred Capital Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2020, closing a stake of 532 shares — an estimated $16.3K sold.

Allred Capital Management first reported a position in PTMC in Q4 2018 and held it in 3 quarters. The position peaked at $1.05M in Q4 2018. 71 funds tracked by Wall St. Rank hold PTMC as of Q1 2020.

Allred Capital Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
Allred Capital Management sold 532 Pacer Trendpilot US Mid Cap ETF shares in Q1 2020, an estimated $16.3K.
Allred Capital Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2018 and held it in 3 quarters.
Allred Capital Management's Pacer Trendpilot US Mid Cap ETF position peaked at $1.05M in Q4 2018.
71 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.