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Glassman Wealth Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Glassman Wealth 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
2016
Q3 		– Sell
-755
Closed -$17K – 564
2016
Q2 		$17K Hold
755
– – 0.01% 240
2016
Q1 		$16K Buy
+755
New +$16.4K 0.01% 247

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Glassman Wealth Services's PTLC Position: Q3 2016 in Review

Glassman Wealth Services sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2016, closing a stake of 755 shares — an estimated $17K sold.

Glassman Wealth Services first reported a position in PTLC in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q2 2016. 24 funds tracked by Wall St. Rank hold PTLC as of Q3 2016.

  • Glassman Wealth Services reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 755 Pacer Trendpilot US Large Cap ETF shares in Q3 2016, an estimated $17K.
  • Glassman Wealth Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2016 and held it in 2 quarters.
  • Glassman Wealth Services's Pacer Trendpilot US Large Cap ETF position peaked at $17K in Q2 2016.
  • 24 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2016.

Based on Glassman Wealth Services's 13F filing for Q3 2016, filed 14 Nov 2016.