AIC
PFO

Ameritas Investment Company’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Ameritas Investment Company’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-888
Closed -$9K – 1231
2020
Q1 		$9K Buy
+888
New +$10.4K ﹤0.01% 1236

Other funds holding PFO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Ameritas Investment Company sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2020, closing a stake of 888 shares — an estimated $9K sold.

Ameritas Investment Company first reported a position in PFO in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 34 funds tracked by Wall St. Rank hold PFO as of Q2 2020.

  • Ameritas Investment Company reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 888 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2020, an estimated $9K.
  • Ameritas Investment Company first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Ameritas Investment Company's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $9K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2020.

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