Ameritas Advisory Services’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Ameritas Advisory Services’s Portfolio CBH Stock Details CBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-36,903	Closed	-$312K	–	914
2022 Q3	$312K	Hold	36,903	–	–	0.02%	568
2022 Q2	$318K	Hold	36,903	–	–	0.02%	595
2022 Q1	$345K	Hold	36,903	–	–	0.01%	614
2021 Q4	$364K	Buy	+36,903	New	+$382K	0.01%	593

Other funds holding CBH

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ameritas Advisory Services's CBH Position: Q4 2022 in Review

Ameritas Advisory Services sold out of Virtus Convertible & Income 2024 Target Term Fund (CBH) in Q4 2022, closing a stake of 36,903 shares — an estimated $312K sold.

Ameritas Advisory Services first reported a position in CBH in Q4 2021 and held it in 4 quarters. The position peaked at $364K in Q4 2021. 33 funds tracked by Wall St. Rank hold CBH as of Q4 2022.

Ameritas Advisory Services reported no remaining Virtus Convertible & Income 2024 Target Term Fund position as of Q4 2022 after selling out during the quarter.
Ameritas Advisory Services sold 36,903 Virtus Convertible & Income 2024 Target Term Fund shares in Q4 2022, an estimated $312K.
Ameritas Advisory Services first reported a position in Virtus Convertible & Income 2024 Target Term Fund in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's Virtus Convertible & Income 2024 Target Term Fund position peaked at $364K in Q4 2021.
33 funds tracked by Wall St. Rank held Virtus Convertible & Income 2024 Target Term Fund as of Q4 2022.

Based on Ameritas Advisory Services's 13F filing for Q4 2022, filed 10 Feb 2023.