VisionPoint Advisory Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

VisionPoint Advisory Group’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	-10,886	Closed	-$320K	–	138
2019 Q1	$320K	Sell	10,886 -2,061	-16%	-$59.6K	0.09%	91
2018 Q4	$372K	Buy	+12,947	New	+$380K	0.12%	69

Other funds holding PTLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 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

VisionPoint Advisory Group's PTLC Position: Q2 2019 in Review

VisionPoint Advisory Group sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2019, closing a stake of 10,886 shares — an estimated $320K sold.

VisionPoint Advisory Group first reported a position in PTLC in Q4 2018 and held it in 2 quarters. The position peaked at $372K in Q4 2018. 92 funds tracked by Wall St. Rank hold PTLC as of Q2 2019.

VisionPoint Advisory Group reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2019 after selling out during the quarter.
VisionPoint Advisory Group sold 10,886 Pacer Trendpilot US Large Cap ETF shares in Q2 2019, an estimated $320K.
VisionPoint Advisory Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2018 and held it in 2 quarters.
VisionPoint Advisory Group's Pacer Trendpilot US Large Cap ETF position peaked at $372K in Q4 2018.
92 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2019.

Based on VisionPoint Advisory Group's 13F filing for Q2 2019, filed 14 Aug 2019.