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First Heartland Consultants’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

First Heartland Consultants’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,088
Closed -$462K – 352
2020
Q3 		$462K Hold
13,088
– – 0.09% 159
2020
Q2 		$465K Buy
+13,088
New +$441K 0.09% 162

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

First Heartland Consultants's SRVR Position: Q4 2020 in Review

First Heartland Consultants sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2020, closing a stake of 13,088 shares — an estimated $462K sold.

First Heartland Consultants first reported a position in SRVR in Q2 2020 and held it in 2 quarters. The position peaked at $465K in Q2 2020. 130 funds tracked by Wall St. Rank hold SRVR as of Q4 2020.

  • First Heartland Consultants reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • First Heartland Consultants sold 13,088 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2020, an estimated $462K.
  • First Heartland Consultants first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2020 and held it in 2 quarters.
  • First Heartland Consultants's Pacer Data & Infrastructure Real Estate ETF position peaked at $465K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2020.

Based on First Heartland Consultants's 13F filing for Q4 2020, filed 29 Jan 2021.