Wealthcare Advisory Partners’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Wealthcare Advisory Partners’s Portfolio PTMC Stock Details PTMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-904	Closed	–	–	1424
2019 Q3	$0	Hold	904	–	–	﹤0.01%	1396
2019 Q2	$26K	Buy	+904	New	+$26.9K	﹤0.01%	667
2019 Q1	–	Sell	-12,172	Closed	-$375K	–	1265
2018 Q4	$375K	Hold	12,172	–	–	0.07%	136
2018 Q3	$406K	Sell	12,172 -1,301	-10%	-$43.2K	0.07%	143
2018 Q2	$434K	Buy	13,473 +265	+2%	+$8.41K	0.09%	132
2018 Q1	$408K	Hold	13,208	–	–	0.09%	122
2017 Q4	$411K	Buy	13,208 +100	+0.8%	+$3.05K	0.11%	108
2017 Q3	$388K	Buy	+13,108	New	+$376K	0.12%	97

Other funds holding PTMC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthcare Advisory Partners's PTMC Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2019, closing a stake of 904 shares.

Wealthcare Advisory Partners first reported a position in PTMC in Q3 2017 and held it in 8 quarters. The position peaked at $434K in Q2 2018. 73 funds tracked by Wall St. Rank hold PTMC as of Q4 2019.

Wealthcare Advisory Partners reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 904 Pacer Trendpilot US Mid Cap ETF shares in Q4 2019.
Wealthcare Advisory Partners first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's Pacer Trendpilot US Mid Cap ETF position peaked at $434K in Q2 2018.
73 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.