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Vestmark Advisory Solutions’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Vestmark Advisory Solutions’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
Q2 		– Sell
-6,833
Closed -$201K – 561
2019
Q1 		$201K Buy
+6,833
New +$197K 0.04% 503

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Vestmark Advisory Solutions's PTLC Position: Q2 2019 in Review

Vestmark Advisory Solutions sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2019, closing a stake of 6,833 shares — an estimated $201K sold.

Vestmark Advisory Solutions first reported a position in PTLC in Q1 2019 and held it in 1 quarter. The position peaked at $201K in Q1 2019. 92 funds tracked by Wall St. Rank hold PTLC as of Q2 2019.

  • Vestmark Advisory Solutions reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 6,833 Pacer Trendpilot US Large Cap ETF shares in Q2 2019, an estimated $201K.
  • Vestmark Advisory Solutions first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2019 and held it in 1 quarter.
  • Vestmark Advisory Solutions's Pacer Trendpilot US Large Cap ETF position peaked at $201K in Q1 2019.
  • 92 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2019.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2019, filed 20 Aug 2019.