Mid Atlantic Financial Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$414K	Hold	11,788	–	–	0.03%	532
2021 Q2	$418K	Buy	11,788 +2,695	+30%	+$95.7K	0.03%	539
2021 Q1	$316K	Sell	9,093 -44	-0.5%	-$1.5K	0.02%	604
2020 Q4	$298K	Buy	9,137 +284	+3%	+$8.72K	0.02%	579
2020 Q3	$271K	Buy	8,853 +187	+2%	+$5.18K	0.02%	557
2020 Q2	$237K	Sell	8,666 -6,812	-44%	-$191K	0.02%	564
2020 Q1	$438K	Buy	15,478 +4,908	+46%	+$146K	0.05%	337
2019 Q4	$325K	Buy	10,570 +74	+0.7%	+$2.21K	0.03%	502
2019 Q3	$306K	Sell	10,496 -1,476	-12%	-$42.7K	0.03%	497
2019 Q2	$349K	Sell	11,972 -327	-3%	-$9.72K	0.04%	473
2019 Q1	$373K	Buy	12,299 +1,841	+18%	+$56.5K	0.04%	444
2018 Q4	$323K	Buy	+10,458	New	+$327K	0.04%	454

Other funds holding PTMC

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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

Mid Atlantic Financial Management's PTMC Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Pacer Trendpilot US Mid Cap ETF (PTMC) position steady in Q3 2021 at 11,788 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #532.

Mid Atlantic Financial Management first reported a position in PTMC in Q4 2018 and has held it in 12 quarters since. The position peaked at $438K in Q1 2020. 66 funds tracked by Wall St. Rank hold PTMC as of Q3 2021.

Mid Atlantic Financial Management held 11,788 shares of Pacer Trendpilot US Mid Cap ETF worth $414K as of Q3 2021.
Mid Atlantic Financial Management left its Pacer Trendpilot US Mid Cap ETF share count unchanged in Q3 2021.
Pacer Trendpilot US Mid Cap ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #532 holding.
Mid Atlantic Financial Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Pacer Trendpilot US Mid Cap ETF position peaked at $438K in Q1 2020.
66 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.