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Destination Wealth Management’s Pacer Trendpilot 100 ETF PTNQ Stock Holding History

Destination Wealth Management’s Portfolio PTNQ Stock Details PTNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,750
Closed -$125K – 750
2018
Q2 		$125K Buy
+3,750
New +$122K 0.01% 167

Other funds holding PTNQ

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TWM
Titus Wealth Management Larskpur, California $200M AUM 10.68% 1-Year Est. Return

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

Destination Wealth Management sold out of Pacer Trendpilot 100 ETF (PTNQ) in Q3 2018, closing a stake of 3,750 shares — an estimated $125K sold.

Destination Wealth Management first reported a position in PTNQ in Q2 2018 and held it in 1 quarter. The position peaked at $125K in Q2 2018. 38 funds tracked by Wall St. Rank hold PTNQ as of Q3 2018.

  • Destination Wealth Management reported no remaining Pacer Trendpilot 100 ETF position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 3,750 Pacer Trendpilot 100 ETF shares in Q3 2018, an estimated $125K.
  • Destination Wealth Management first reported a position in Pacer Trendpilot 100 ETF in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's Pacer Trendpilot 100 ETF position peaked at $125K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Pacer Trendpilot 100 ETF as of Q3 2018.

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