Winslow Evans & Crocker’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Winslow Evans & Crocker’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 Q4	$39K	Sell	22,081 -16,055	-42%	-$501K	0.01%	652
2020 Q3	$1.13M	Sell	38,136 -275	-0.7%	-$8.01K	0.28%	77
2020 Q2	$1.04M	Sell	38,411 -2,435	-6%	-$65.9K	0.28%	80
2020 Q1	$1.1M	Sell	40,846 -392	-1%	-$12.5K	0.36%	67
2019 Q4	$1.38M	Sell	41,238 -408	-1%	-$13.1K	0.35%	67
2019 Q3	$1.29M	Buy	41,646 +1,494	+4%	+$46.1K	0.36%	64
2019 Q2	$1.23M	Buy	40,152 +4,684	+13%	+$140K	0.34%	66
2019 Q1	$1.04M	Buy	35,468 +3,960	+13%	+$114K	0.3%	79
2018 Q4	$908K	Buy	31,508 +30,742	+4,013%	+$903K	0.31%	75
2018 Q3	$26K	Buy	766 +376	+96%	+$11.6K	0.01%	618
2018 Q2	$12K	Hold	390	–	–	﹤0.01%	775
2018 Q1	$11.1K	Buy	390 +224	+135%	+$6.56K	﹤0.01%	763
2017 Q4	$4.72K	Buy	+166	New	+$4.66K	﹤0.01%	934
2016 Q1	–	Sell	-426	Closed	-$9.8K	–	1330
2015 Q4	$9.8K	Buy	+426	New	+$9.98K	﹤0.01%	914

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

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's PTLC Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 42% in Q4 2020, selling an estimated $501K and leaving 22,081 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #652.

Winslow Evans & Crocker first reported a position in PTLC in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2019. 133 funds tracked by Wall St. Rank hold PTLC as of Q4 2020.

Winslow Evans & Crocker held 22,081 shares of Pacer Trendpilot US Large Cap ETF worth $39K as of Q4 2020.
Winslow Evans & Crocker sold 16,055 Pacer Trendpilot US Large Cap ETF shares in Q4 2020, an estimated $501K.
Pacer Trendpilot US Large Cap ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #652 holding.
Winslow Evans & Crocker first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2015 and has held it in 14 quarters since.
Winslow Evans & Crocker's Pacer Trendpilot US Large Cap ETF position peaked at $1.38M in Q4 2019.
133 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.