First Allied Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

First Allied Advisory Services’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 Q1	–	Sell	-12,685	Closed	-$425K	–	1192
2019 Q4	$425K	Buy	12,685 +250	+2%	+$8.05K	0.01%	775
2019 Q3	$387K	Sell	12,435 -518	-4%	-$16K	0.01%	784
2019 Q2	$396K	Buy	+12,953	New	+$388K	0.01%	771

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

First Allied Advisory Services's PTLC Position: Q1 2020 in Review

First Allied Advisory Services sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2020, closing a stake of 12,685 shares — an estimated $425K sold.

First Allied Advisory Services first reported a position in PTLC in Q2 2019 and held it in 3 quarters. The position peaked at $425K in Q4 2019. 129 funds tracked by Wall St. Rank hold PTLC as of Q1 2020.

First Allied Advisory Services reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 12,685 Pacer Trendpilot US Large Cap ETF shares in Q1 2020, an estimated $425K.
First Allied Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2019 and held it in 3 quarters.
First Allied Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $425K in Q4 2019.
129 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.