Cornell Pochily Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Cornell Pochily Investment Advisors’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
2020 Q4	–	Sell	-11,328	Closed	-$335K	–	154
2020 Q3	$335K	Sell	11,328 -845	-7%	-$24.6K	0.19%	107
2020 Q2	$331K	Sell	12,173 -435	-3%	-$11.8K	0.21%	101
2020 Q1	$341K	Buy	12,608 +1,250	+11%	+$39.9K	0.25%	95
2019 Q4	$380K	Buy	11,358 +39	+0.3%	+$1.26K	0.23%	102
2019 Q3	$352K	Buy	11,319 +215	+2%	+$6.63K	0.23%	100
2019 Q2	$340	Buy	11,104 +250	+2%	+$7.49K	0.09%	110
2019 Q1	$318K	Buy	10,854 +3,025	+39%	+$87.4K	0.22%	102
2018 Q4	$225K	Buy	+7,829	New	+$230K	0.15%	122

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RJA

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

Cornell Pochily Investment Advisors's PTLC Position: Q4 2020 in Review

Cornell Pochily Investment Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2020, closing a stake of 11,328 shares — an estimated $335K sold.

Cornell Pochily Investment Advisors first reported a position in PTLC in Q4 2018 and held it in 8 quarters. The position peaked at $380K in Q4 2019. 133 funds tracked by Wall St. Rank hold PTLC as of Q4 2020.

Cornell Pochily Investment Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2020 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 11,328 Pacer Trendpilot US Large Cap ETF shares in Q4 2020, an estimated $335K.
Cornell Pochily Investment Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2018 and held it in 8 quarters.
Cornell Pochily Investment Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $380K in Q4 2019.
133 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2020.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.