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Sandy Spring Bank’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Sandy Spring Bank’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
Q1 		– Sell
-2,355
Closed -$79K – 935
2019
Q4 		$79K Buy
+2,355
New +$75.9K 0.01% 401

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Sandy Spring Bank's PTLC Position: Q1 2020 in Review

Sandy Spring Bank sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2020, closing a stake of 2,355 shares — an estimated $79K sold.

Sandy Spring Bank first reported a position in PTLC in Q4 2019 and held it in 1 quarter. The position peaked at $79K in Q4 2019. 129 funds tracked by Wall St. Rank hold PTLC as of Q1 2020.

  • Sandy Spring Bank reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 2,355 Pacer Trendpilot US Large Cap ETF shares in Q1 2020, an estimated $79K.
  • Sandy Spring Bank first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2019 and held it in 1 quarter.
  • Sandy Spring Bank's Pacer Trendpilot US Large Cap ETF position peaked at $79K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2020.

Based on Sandy Spring Bank's 13F filing for Q1 2020, filed 1 May 2020.