Ameritas Investment Company’s BlackRock Energy and Resources Trust BGR Stock Holding History

Ameritas Investment Company’s Portfolio BGR Stock Details BGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,431	Closed	-$28K	–	452
2020 Q1	$28K	Buy	+4,431	New	+$44.1K	﹤0.01%	887
2019 Q4	–	Sell	-1,200	Closed	-$13K	–	914
2019 Q3	$13K	Buy	+1,200	New	+$13.2K	﹤0.01%	1050
2019 Q1	–	Sell	-2,625	Closed	-$27K	–	1055
2018 Q4	$27K	Buy	+2,625	New	+$33K	0.01%	773

Other funds holding BGR

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ameritas Investment Company's BGR Position: Q2 2020 in Review

Ameritas Investment Company sold out of BlackRock Energy and Resources Trust (BGR) in Q2 2020, closing a stake of 4,431 shares — an estimated $28K sold.

Ameritas Investment Company first reported a position in BGR in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q1 2020. 59 funds tracked by Wall St. Rank hold BGR as of Q2 2020.

Ameritas Investment Company reported no remaining BlackRock Energy and Resources Trust position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 4,431 BlackRock Energy and Resources Trust shares in Q2 2020, an estimated $28K.
Ameritas Investment Company first reported a position in BlackRock Energy and Resources Trust in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's BlackRock Energy and Resources Trust position peaked at $28K in Q1 2020.
59 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.