Winslow Evans & Crocker’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$6K	Buy	+170	New	+$5.22K	﹤0.01%	1061
2020 Q2	–	Sell	-126	Closed	-$4K	–	1161
2020 Q1	$4K	Hold	126	–	–	﹤0.01%	924
2019 Q4	$4K	Hold	126	–	–	﹤0.01%	1012
2019 Q3	$4K	Sell	126 -226	-64%	-$6.54K	﹤0.01%	1001
2019 Q2	$12K	Sell	352 -64	-15%	-$1.9K	﹤0.01%	784
2019 Q1	$14K	Hold	416	–	–	﹤0.01%	747
2018 Q4	$14K	Hold	416	–	–	﹤0.01%	706
2018 Q3	$14K	Buy	416 +124	+42%	+$4.12K	﹤0.01%	743
2018 Q2	$10K	Hold	292	–	–	﹤0.01%	804
2018 Q1	$8.98K	Hold	292	–	–	﹤0.01%	809
2017 Q4	$9.05K	Buy	+292	New	+$8.9K	﹤0.01%	830

Other funds holding PTMC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

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

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

Winslow Evans & Crocker opened a new position in Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2020: 170 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in PTMC as recently as Q1 2020.

Winslow Evans & Crocker first reported a position in PTMC in Q4 2017 and has held it in 11 quarters since. The position peaked at $14K in Q1 2019. 67 funds tracked by Wall St. Rank hold PTMC as of Q4 2020.

Winslow Evans & Crocker held 170 shares of Pacer Trendpilot US Mid Cap ETF worth $6K as of Q4 2020.
Pacer Trendpilot US Mid Cap ETF was a new Winslow Evans & Crocker position in Q4 2020.
Pacer Trendpilot US Mid Cap ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1061 holding.
Winslow Evans & Crocker first reported a position in Pacer Trendpilot US Mid Cap ETF in Q4 2017 and has held it in 11 quarters since.
Winslow Evans & Crocker's Pacer Trendpilot US Mid Cap ETF position peaked at $14K in Q1 2019.
67 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2020.

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