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Glassman Wealth Services’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Glassman Wealth Services’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
2016
Q3 		– Sell
-767
Closed -$19K – 565
2016
Q2 		$19K Hold
767
– – 0.02% 225
2016
Q1 		$18K Buy
+767
New +$17.8K 0.02% 231

Other funds holding PTMC

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Glassman Wealth Services sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2016, closing a stake of 767 shares — an estimated $19K sold.

Glassman Wealth Services first reported a position in PTMC in Q1 2016 and held it in 2 quarters. The position peaked at $19K in Q2 2016. 20 funds tracked by Wall St. Rank hold PTMC as of Q3 2016.

  • Glassman Wealth Services reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 767 Pacer Trendpilot US Mid Cap ETF shares in Q3 2016, an estimated $19K.
  • Glassman Wealth Services first reported a position in Pacer Trendpilot US Mid Cap ETF in Q1 2016 and held it in 2 quarters.
  • Glassman Wealth Services's Pacer Trendpilot US Mid Cap ETF position peaked at $19K in Q2 2016.
  • 20 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2016.

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