Founders Capital Management (Texas)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Founders Capital Management (Texas)’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 Q4	–	Sell	-500	Closed	-$16K	–	320
2019 Q3	$16K	Sell	500 -175	-26%	-$5.39K	0.01%	201
2019 Q2	$21K	Hold	675	–	–	0.02%	179
2019 Q1	$20K	Hold	675	–	–	0.02%	180
2018 Q4	$19K	Hold	675	–	–	0.02%	179
2018 Q3	$21K	Hold	675	–	–	0.02%	178
2018 Q2	$20K	Hold	675	–	–	0.02%	185
2018 Q1	$19K	Buy	+675	New	+$19.8K	0.02%	217

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

RJA

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Founders Capital Management (Texas)'s PTLC Position: Q4 2019 in Review

Founders Capital Management (Texas) sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2019, closing a stake of 500 shares — an estimated $16K sold.

Founders Capital Management (Texas) first reported a position in PTLC in Q1 2018 and held it in 7 quarters. The position peaked at $21K in Q2 2019. 126 funds tracked by Wall St. Rank hold PTLC as of Q4 2019.

Founders Capital Management (Texas) reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2019 after selling out during the quarter.
Founders Capital Management (Texas) sold 500 Pacer Trendpilot US Large Cap ETF shares in Q4 2019, an estimated $16K.
Founders Capital Management (Texas) first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2018 and held it in 7 quarters.
Founders Capital Management (Texas)'s Pacer Trendpilot US Large Cap ETF position peaked at $21K in Q2 2019.
126 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2019, filed 24 Jan 2020.