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Global Financial Private Capital’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Global Financial Private Capital’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
Q3 		– Sell
-500
Closed -$15K – 439
2019
Q2 		$15K Buy
+500
New +$15K ﹤0.01% 355

Other funds holding PTLC

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Global Financial Private Capital's PTLC Position: Q3 2019 in Review

Global Financial Private Capital sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2019, closing a stake of 500 shares — an estimated $15K sold.

Global Financial Private Capital first reported a position in PTLC in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 105 funds tracked by Wall St. Rank hold PTLC as of Q3 2019.

  • Global Financial Private Capital reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 500 Pacer Trendpilot US Large Cap ETF shares in Q3 2019, an estimated $15K.
  • Global Financial Private Capital first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2019 and held it in 1 quarter.
  • Global Financial Private Capital's Pacer Trendpilot US Large Cap ETF position peaked at $15K in Q2 2019.
  • 105 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2019.

Based on Global Financial Private Capital's 13F filing for Q3 2019, filed 13 Nov 2019.