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Cooper Financial Group’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Cooper Financial Group’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
2021
Q1 		– Sell
-6,530
Closed -$213K – 295
2020
Q4 		$213K Buy
+6,530
New +$201K 0.04% 274

Other funds holding PTMC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cooper Financial Group sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q1 2021, closing a stake of 6,530 shares — an estimated $213K sold.

Cooper Financial Group first reported a position in PTMC in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 64 funds tracked by Wall St. Rank hold PTMC as of Q1 2021.

  • Cooper Financial Group reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Cooper Financial Group sold 6,530 Pacer Trendpilot US Mid Cap ETF shares in Q1 2021, an estimated $213K.
  • Cooper Financial Group first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2020 and held it in 1 quarter.
  • Cooper Financial Group's Pacer Trendpilot US Mid Cap ETF position peaked at $213K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q1 2021.

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