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Westhampton Capital’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Westhampton Capital’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
2020
Q2 		– Sell
-7,750
Closed -$209K – 107
2020
Q1 		$209K Buy
+7,750
New +$248K 0.22% 91

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UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Westhampton Capital's PTLC Position: Q2 2020 in Review

Westhampton Capital sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q2 2020, closing a stake of 7,750 shares — an estimated $209K sold.

Westhampton Capital first reported a position in PTLC in Q1 2020 and held it in 1 quarter. The position peaked at $209K in Q1 2020. 122 funds tracked by Wall St. Rank hold PTLC as of Q2 2020.

  • Westhampton Capital reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Westhampton Capital sold 7,750 Pacer Trendpilot US Large Cap ETF shares in Q2 2020, an estimated $209K.
  • Westhampton Capital first reported a position in Pacer Trendpilot US Large Cap ETF in Q1 2020 and held it in 1 quarter.
  • Westhampton Capital's Pacer Trendpilot US Large Cap ETF position peaked at $209K in Q1 2020.
  • 122 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2020.

Based on Westhampton Capital's 13F filing for Q2 2020, filed 17 Jul 2020.