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MSI Financial Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

MSI Financial Services’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
2016
Q4 		$50K Hold
2,100
– – ﹤0.01% 1870
2016
Q3 		$49K Buy
2,100
+1,975
+1,580% +$45.5K ﹤0.01% 1838
2016
Q2 		$3K Sell
125
-1,875
-94% -$41.3K ﹤0.01% 3374
2016
Q1 		$44K Buy
+2,000
New +$43.5K ﹤0.01% 1809

Other funds holding PTLC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

MSI Financial Services's PTLC Position: Q4 2016 in Review

MSI Financial Services held its Pacer Trendpilot US Large Cap ETF (PTLC) position steady in Q4 2016 at 2,100 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

MSI Financial Services first reported a position in PTLC in Q1 2016 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold PTLC as of Q4 2016.

  • MSI Financial Services held 2,100 shares of Pacer Trendpilot US Large Cap ETF worth $50K as of Q4 2016.
  • MSI Financial Services left its Pacer Trendpilot US Large Cap ETF share count unchanged in Q4 2016.
  • Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1870 holding.
  • MSI Financial Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2016 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.