Ameritas Investment Company’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,009	Closed	-$19K	–	917
2020 Q1	$19K	Buy	+1,009	New	+$21.1K	﹤0.01%	1015
2019 Q4	–	Sell	-1,009	Closed	-$22K	–	1146
2019 Q3	$22K	Buy	+1,009	New	+$21.4K	﹤0.01%	893
2019 Q1	–	Sell	-1,009	Closed	-$19K	–	1385
2018 Q4	$19K	Buy	+1,009	New	+$18.7K	﹤0.01%	890

Other funds holding IGI

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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

Ameritas Investment Company sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q2 2020, closing a stake of 1,009 shares — an estimated $19K sold.

Ameritas Investment Company first reported a position in IGI in Q4 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2019. 23 funds tracked by Wall St. Rank hold IGI as of Q2 2020.

Ameritas Investment Company reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,009 Western Asset Investment Grade Defined Opportunity Trust shares in Q2 2020, an estimated $19K.
Ameritas Investment Company first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's Western Asset Investment Grade Defined Opportunity Trust position peaked at $22K in Q3 2019.
23 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q2 2020.

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