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Colonial River Investments’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Colonial River Investments’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-28,233
Closed -$1.1M – 244
2021
Q3 		$1.1M Buy
+28,233
New +$1.16M 0.78% 57

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Colonial River Investments's SRVR Position: Q4 2021 in Review

Colonial River Investments sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2021, closing a stake of 28,233 shares — an estimated $1.1M sold.

Colonial River Investments first reported a position in SRVR in Q3 2021 and held it in 1 quarter. The position peaked at $1.1M in Q3 2021. 174 funds tracked by Wall St. Rank hold SRVR as of Q4 2021.

  • Colonial River Investments reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Colonial River Investments sold 28,233 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2021, an estimated $1.1M.
  • Colonial River Investments first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Colonial River Investments's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.1M in Q3 2021.
  • 174 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2021.

Based on Colonial River Investments's 13F filing for Q4 2021, filed 15 Feb 2022.