Girard Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Girard Partners’s Portfolio PTMC Stock Details PTMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,000	Closed	-$33K	–	671
2018 Q3	$33K	Buy	+1,000	New	+$33.2K	0.01%	518

Other funds holding PTMC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

RJA

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Girard Partners's PTMC Position: Q4 2018 in Review

Girard Partners sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2018, closing a stake of 1,000 shares — an estimated $33K sold.

Girard Partners first reported a position in PTMC in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 53 funds tracked by Wall St. Rank hold PTMC as of Q4 2018.

Girard Partners reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,000 Pacer Trendpilot US Mid Cap ETF shares in Q4 2018, an estimated $33K.
Girard Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2018 and held it in 1 quarter.
Girard Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $33K in Q3 2018.
53 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.