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

Doyle 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
2019 Q3	–	Sell	-1,878	Closed	-$57K	–	610
2019 Q2	$57K	Buy	+1,878	New	+$56.2K	0.01%	339
2019 Q1	–	Sell	-1,878	Closed	-$54K	–	596
2018 Q4	$54K	Buy	+1,878	New	+$55.2K	0.01%	339

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RJA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Doyle Wealth Management's PTLC Position: Q3 2019 in Review

Doyle Wealth Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2019, closing a stake of 1,878 shares — an estimated $57K sold.

Doyle Wealth Management first reported a position in PTLC in Q4 2018 and held it in 2 quarters. The position peaked at $57K in Q2 2019. 105 funds tracked by Wall St. Rank hold PTLC as of Q3 2019.

Doyle Wealth Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,878 Pacer Trendpilot US Large Cap ETF shares in Q3 2019, an estimated $57K.
Doyle Wealth Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Pacer Trendpilot US Large Cap ETF position peaked at $57K in Q2 2019.
105 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.