Capital Analysts LLC’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Capital Analysts LLC’s Portfolio PTLC Stock Details PTLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-265	Closed	-$9K	–	1088
2020 Q4	$9K	Hold	265	–	–	﹤0.01%	580
2020 Q3	$8K	Hold	265	–	–	﹤0.01%	610
2020 Q2	$7K	Hold	265	–	–	﹤0.01%	583
2020 Q1	$7K	Hold	265	–	–	﹤0.01%	558
2019 Q4	$9K	Hold	265	–	–	﹤0.01%	560
2019 Q3	$8K	Buy	+265	New	+$8.17K	﹤0.01%	566

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Analysts LLC's PTLC Position: Q1 2021 in Review

Capital Analysts LLC sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2021, closing a stake of 265 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in PTLC in Q3 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2020. 128 funds tracked by Wall St. Rank hold PTLC as of Q1 2021.

Capital Analysts LLC reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2021 after selling out during the quarter.
Capital Analysts LLC sold 265 Pacer Trendpilot US Large Cap ETF shares in Q1 2021, an estimated $9K.
Capital Analysts LLC first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2019 and held it in 6 quarters.
Capital Analysts LLC's Pacer Trendpilot US Large Cap ETF position peaked at $9K in Q4 2020.
128 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2021.

Based on Capital Analysts LLC's 13F filing for Q1 2021, filed 17 May 2021.