FNBT
PTLC icon

FineMark National Bank & Trust’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

FineMark National Bank & Trust’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
2016
Q4 		– Sell
-609
Closed -$14K – 1345
2016
Q3 		$14K Buy
+609
New +$14K ﹤0.01% 876

Other funds holding PTLC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FineMark National Bank & Trust's PTLC Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2016, closing a stake of 609 shares — an estimated $14K sold.

FineMark National Bank & Trust first reported a position in PTLC in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 29 funds tracked by Wall St. Rank hold PTLC as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 609 Pacer Trendpilot US Large Cap ETF shares in Q4 2016, an estimated $14K.
  • FineMark National Bank & Trust first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Pacer Trendpilot US Large Cap ETF position peaked at $14K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.