North Star Investment Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

North Star Investment 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
2020 Q2	–	Sell	-221	Closed	-$6K	–	1023
2020 Q1	$6K	Hold	221	–	–	﹤0.01%	798
2019 Q4	$7K	Hold	221	–	–	﹤0.01%	875
2019 Q3	$6K	Buy	+221	New	+$6.39K	﹤0.01%	900

Other funds holding PTMC

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

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

North Star Investment Management's PTMC Position: Q2 2020 in Review

North Star Investment Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q2 2020, closing a stake of 221 shares — an estimated $6K sold.

North Star Investment Management first reported a position in PTMC in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 61 funds tracked by Wall St. Rank hold PTMC as of Q2 2020.

North Star Investment Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
North Star Investment Management sold 221 Pacer Trendpilot US Mid Cap ETF shares in Q2 2020, an estimated $6K.
North Star Investment Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2019 and held it in 3 quarters.
North Star Investment Management's Pacer Trendpilot US Mid Cap ETF position peaked at $7K in Q4 2019.
61 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q2 2020.

Based on North Star Investment Management's 13F filing for Q2 2020, filed 16 Jul 2020.