Patriot Financial Group Insurance Agency’s Pacer Trendpilot International ETF PTIN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PTIN Stock Details PTIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,812	Closed	-$136K	–	1811
2020 Q2	$136K	Sell	5,812 -360	-6%	-$8.44K	0.05%	286
2020 Q1	$144K	Buy	+6,172	New	+$158K	0.07%	262

Other funds holding PTIN

RJFSA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

Patriot Financial Group Insurance Agency's PTIN Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Pacer Trendpilot International ETF (PTIN) in Q3 2020, closing a stake of 5,812 shares — an estimated $136K sold.

Patriot Financial Group Insurance Agency first reported a position in PTIN in Q1 2020 and held it in 2 quarters. The position peaked at $144K in Q1 2020. 28 funds tracked by Wall St. Rank hold PTIN as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining Pacer Trendpilot International ETF position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,812 Pacer Trendpilot International ETF shares in Q3 2020, an estimated $136K.
Patriot Financial Group Insurance Agency first reported a position in Pacer Trendpilot International ETF in Q1 2020 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's Pacer Trendpilot International ETF position peaked at $144K in Q1 2020.
28 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.