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Cooper Financial Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Cooper Financial Group’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
-6,677
Closed -$218K – 294
2020
Q4 		$218K Buy
+6,677
New +$208K 0.04% 270

Other funds holding PTLC

Bank of America
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
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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

Cooper Financial Group's PTLC Position: Q1 2021 in Review

Cooper Financial Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2021, closing a stake of 6,677 shares — an estimated $218K sold.

Cooper Financial Group first reported a position in PTLC in Q4 2020 and held it in 1 quarter. The position peaked at $218K in Q4 2020. 128 funds tracked by Wall St. Rank hold PTLC as of Q1 2021.

  • Cooper Financial Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Cooper Financial Group sold 6,677 Pacer Trendpilot US Large Cap ETF shares in Q1 2021, an estimated $218K.
  • Cooper Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2020 and held it in 1 quarter.
  • Cooper Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $218K in Q4 2020.
  • 128 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.