Marino Stram & Associates’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-147	Closed	-$4K	–	445
2019 Q1	$4K	Buy	+147	New	+$4.25K	﹤0.01%	424

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

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

RJA

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Marino Stram & Associates's PTLC Position: Q2 2019 in Review

Marino Stram & Associates sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2019, closing a stake of 147 shares — an estimated $4K sold.

Marino Stram & Associates first reported a position in PTLC in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 92 funds tracked by Wall St. Rank hold PTLC as of Q2 2019.

Marino Stram & Associates reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 147 Pacer Trendpilot US Large Cap ETF shares in Q2 2019, an estimated $4K.
Marino Stram & Associates first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2019 and held it in 1 quarter.
Marino Stram & Associates's Pacer Trendpilot US Large Cap ETF position peaked at $4K in Q1 2019.
92 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.