Mariner Independent Advisor Network’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Mariner Independent Advisor Network’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
2019 Q4	–	Sell	-12,618	Closed	-$361K	–	389
2019 Q3	$361K	Sell	12,618 -8,154	-39%	-$236K	0.03%	338
2019 Q2	$606K	Sell	20,772 -57,648	-74%	-$1.71M	0.05%	294
2019 Q1	$2.38M	Buy	78,420 +3,850	+5%	+$118K	0.2%	121
2018 Q4	$2.3M	Sell	74,570 -11,013	-13%	-$344K	0.2%	118
2018 Q3	$2.85M	Buy	+85,583	New	+$2.84M	0.36%	64
2018 Q2	–	Sell	-82,060	Closed	-$2.53M	–	277
2018 Q1	$2.53M	Sell	82,060 -2,944	-3%	-$92.4K	0.16%	118
2017 Q4	$2.69M	Buy	+85,004	New	+$2.59M	0.28%	88

Other funds holding PTMC

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

RJFSA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Mariner Independent Advisor Network's PTMC Position: Q4 2019 in Review

Mariner Independent Advisor Network sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2019, closing a stake of 12,618 shares — an estimated $361K sold.

Mariner Independent Advisor Network first reported a position in PTMC in Q4 2017 and held it in 7 quarters. The position peaked at $2.85M in Q3 2018. 73 funds tracked by Wall St. Rank hold PTMC as of Q4 2019.

Mariner Independent Advisor Network reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,618 Pacer Trendpilot US Mid Cap ETF shares in Q4 2019, an estimated $361K.
Mariner Independent Advisor Network first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2017 and held it in 7 quarters.
Mariner Independent Advisor Network's Pacer Trendpilot US Mid Cap ETF position peaked at $2.85M in Q3 2018.
73 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2019, filed 10 Feb 2020.