AIC
BGB

Ameritas Investment Company’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Ameritas Investment Company’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$324K Buy
+23,381
New +$325K 0.02% 539
2019
Q1 		– Sell
-1,615
Closed -$22K – 1052
2018
Q4 		$22K Buy
+1,615
New +$23.9K ﹤0.01% 835

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameritas Investment Company's BGB Position: Q3 2021 in Review

Ameritas Investment Company opened a new position in Blackstone Strategic Credit 2027 Term Fund (BGB) in Q3 2021: 23,381 shares worth $324K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings. This is a return to the name: Ameritas Investment Company previously reported a position in BGB as recently as Q4 2018.

Ameritas Investment Company first reported a position in BGB in Q4 2018 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BGB as of Q3 2021.

  • Ameritas Investment Company held 23,381 shares of Blackstone Strategic Credit 2027 Term Fund worth $324K as of Q3 2021.
  • Blackstone Strategic Credit 2027 Term Fund was a new Ameritas Investment Company position in Q3 2021.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #539 holding.
  • Ameritas Investment Company first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2018 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.