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Destination Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Destination Wealth Management’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
2018
Q3 		– Sell
-3,620
Closed -$106K – 748
2018
Q2 		$106K Buy
+3,620
New +$105K 0.01% 181

Other funds holding PTLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Destination Wealth Management's PTLC Position: Q3 2018 in Review

Destination Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2018, closing a stake of 3,620 shares — an estimated $106K sold.

Destination Wealth Management first reported a position in PTLC in Q2 2018 and held it in 1 quarter. The position peaked at $106K in Q2 2018. 58 funds tracked by Wall St. Rank hold PTLC as of Q3 2018.

  • Destination Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 3,620 Pacer Trendpilot US Large Cap ETF shares in Q3 2018, an estimated $106K.
  • Destination Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $106K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.