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Wilbanks Smith & Thomas Asset Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-4,400
Closed -$139K – 1069
2018
Q3 		$139K Buy
+4,400
New +$135K 0.01% 471

Other funds holding PTLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PTLC Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2018, closing a stake of 4,400 shares — an estimated $139K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PTLC in Q3 2018 and held it in 1 quarter. The position peaked at $139K in Q3 2018. 75 funds tracked by Wall St. Rank hold PTLC as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 4,400 Pacer Trendpilot US Large Cap ETF shares in Q4 2018, an estimated $139K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Pacer Trendpilot US Large Cap ETF position peaked at $139K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.