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Pacific Financial Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Pacific Financial Group’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
2020
Q4 		– Sell
-1,265
Closed -$37K – 103
2020
Q3 		$37K Buy
+1,265
New +$36.8K 0.03% 68

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pacific Financial Group's PTLC Position: Q4 2020 in Review

Pacific Financial Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2020, closing a stake of 1,265 shares — an estimated $37K sold.

Pacific Financial Group first reported a position in PTLC in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 133 funds tracked by Wall St. Rank hold PTLC as of Q4 2020.

  • Pacific Financial Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 1,265 Pacer Trendpilot US Large Cap ETF shares in Q4 2020, an estimated $37K.
  • Pacific Financial Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Financial Group's Pacer Trendpilot US Large Cap ETF position peaked at $37K in Q3 2020.
  • 133 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.