VFA
PTLC icon

Valeo Financial Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Valeo Financial Advisors’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
2018
Q4 		– Sell
-171
Closed -$5K – 1678
2018
Q3 		$5K Buy
+171
New +$5.25K ﹤0.01% 1210

Other funds holding PTLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Valeo Financial Advisors's PTLC Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2018, closing a stake of 171 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in PTLC in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 75 funds tracked by Wall St. Rank hold PTLC as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 171 Pacer Trendpilot US Large Cap ETF shares in Q4 2018, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Pacer Trendpilot US Large Cap ETF position peaked at $5K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.