Institutional & Family Asset Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Institutional & Family Asset Management’s Portfolio SRVR Stock Details SRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-596	Closed	-$21K	–	928
2020 Q3	$21K	Sell	596 -9,483	-94%	-$344K	﹤0.01%	394
2020 Q2	$358K	Buy	10,079 +9,409	+1,404%	+$317K	0.07%	125
2020 Q1	$21K	Buy	+670	New	+$22K	﹤0.01%	366

Other funds holding SRVR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

RJFSA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJA

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Institutional & Family Asset Management's SRVR Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2020, closing a stake of 596 shares — an estimated $21K sold.

Institutional & Family Asset Management first reported a position in SRVR in Q1 2020 and held it in 3 quarters. The position peaked at $358K in Q2 2020. 130 funds tracked by Wall St. Rank hold SRVR as of Q4 2020.

Institutional & Family Asset Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 596 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2020, an estimated $21K.
Institutional & Family Asset Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2020 and held it in 3 quarters.
Institutional & Family Asset Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $358K in Q2 2020.
130 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.