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Webster Bank’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Webster Bank’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
2017
Q1 		– Sell
-512
Closed -$12K – 592
2016
Q4 		$12K Buy
+512
New +$12K ﹤0.01% 499

Other funds holding PTLC

Morgan Stanley
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Webster Bank's PTLC Position: Q1 2017 in Review

Webster Bank sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q1 2017, closing a stake of 512 shares — an estimated $12K sold.

Webster Bank first reported a position in PTLC in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 25 funds tracked by Wall St. Rank hold PTLC as of Q1 2017.

  • Webster Bank reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Webster Bank sold 512 Pacer Trendpilot US Large Cap ETF shares in Q1 2017, an estimated $12K.
  • Webster Bank first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2016 and held it in 1 quarter.
  • Webster Bank's Pacer Trendpilot US Large Cap ETF position peaked at $12K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q1 2017.

Based on Webster Bank's 13F filing for Q1 2017, filed 1 May 2017.