Hochman Cole Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Hochman Cole Investment Advisors’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
2020 Q3	–	Sell	-8,389	Closed	-$228K	–	115
2020 Q2	$228K	Sell	8,389 -33,481	-80%	-$906K	0.13%	97
2020 Q1	$1.13M	Buy	41,870 +16,487	+65%	+$527K	0.78%	34
2019 Q4	$849K	Sell	25,383 -658	-3%	-$21.2K	0.46%	49
2019 Q3	$809K	Buy	26,041 +13,259	+104%	+$409K	0.51%	46
2019 Q2	$391K	Buy	+12,782	New	+$383K	0.23%	76

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

RJFSA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Hochman Cole Investment Advisors's PTLC Position: Q3 2020 in Review

Hochman Cole Investment Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2020, closing a stake of 8,389 shares — an estimated $228K sold.

Hochman Cole Investment Advisors first reported a position in PTLC in Q2 2019 and held it in 5 quarters. The position peaked at $1.13M in Q1 2020. 120 funds tracked by Wall St. Rank hold PTLC as of Q3 2020.

Hochman Cole Investment Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2020 after selling out during the quarter.
Hochman Cole Investment Advisors sold 8,389 Pacer Trendpilot US Large Cap ETF shares in Q3 2020, an estimated $228K.
Hochman Cole Investment Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2019 and held it in 5 quarters.
Hochman Cole Investment Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $1.13M in Q1 2020.
120 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.