M&R Capital Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

M&R Capital 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
2023 Q3	–	Sell	-300	Closed	-$8.76K	–	627
2023 Q2	$8.76K	Hold	300	–	–	﹤0.01%	398
2023 Q1	$8.89K	Hold	300	–	–	﹤0.01%	388
2022 Q4	$8.71K	Buy	+300	New	+$8.69K	﹤0.01%	366

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

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

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

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

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

M&R Capital Management's SRVR Position: Q3 2023 in Review

M&R Capital Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2023, closing a stake of 300 shares — an estimated $8.76K sold.

M&R Capital Management first reported a position in SRVR in Q4 2022 and held it in 3 quarters. The position peaked at $8.89K in Q1 2023. 113 funds tracked by Wall St. Rank hold SRVR as of Q3 2023.

M&R Capital Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2023 after selling out during the quarter.
M&R Capital Management sold 300 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2023, an estimated $8.76K.
M&R Capital Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2022 and held it in 3 quarters.
M&R Capital Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $8.89K in Q1 2023.
113 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2023.

Based on M&R Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.