UBS AM
PTLC icon

UBS AM’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

UBS AM’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
2019
Q1 		– Sell
-1,748
Closed -$50.3K – 2811
2018
Q4 		$50.3K Buy
+1,748
New +$51.4K ﹤0.01% 2567

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

UBS AM's PTLC Position: Q1 2019 in Review

UBS AM sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2019, closing a stake of 1,748 shares — an estimated $50.3K sold.

UBS AM first reported a position in PTLC in Q4 2018 and held it in 1 quarter. The position peaked at $50.3K in Q4 2018. 81 funds tracked by Wall St. Rank hold PTLC as of Q1 2019.

  • UBS AM reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2019 after selling out during the quarter.
  • UBS AM sold 1,748 Pacer Trendpilot US Large Cap ETF shares in Q1 2019, an estimated $50.3K.
  • UBS AM first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2018 and held it in 1 quarter.
  • UBS AM's Pacer Trendpilot US Large Cap ETF position peaked at $50.3K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2019.

Based on UBS AM's 13F filing for Q1 2019, filed 14 May 2019.