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Pinnacle Bancorp’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Pinnacle Bancorp’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
Q3 		– Sell
-233
Closed -$6K – 699
2020
Q2 		$6K Sell
233
-202
-46% -$5.47K ﹤0.01% 577
2020
Q1 		$12K Buy
+435
New +$13.9K 0.01% 472

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Bancorp's PTLC Position: Q3 2020 in Review

Pinnacle Bancorp sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2020, closing a stake of 233 shares — an estimated $6K sold.

Pinnacle Bancorp first reported a position in PTLC in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2020. 120 funds tracked by Wall St. Rank hold PTLC as of Q3 2020.

  • Pinnacle Bancorp reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Pinnacle Bancorp sold 233 Pacer Trendpilot US Large Cap ETF shares in Q3 2020, an estimated $6K.
  • Pinnacle Bancorp first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2020 and held it in 2 quarters.
  • Pinnacle Bancorp's Pacer Trendpilot US Large Cap ETF position peaked at $12K in Q1 2020.
  • 120 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2020.

Based on Pinnacle Bancorp's 13F filing for Q3 2020, filed 13 Oct 2020.