Ameritas Investment Company’s Pimco Income Opportunity Fund PKO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,728	Closed	-$35K	–	1859
2020 Q1	$35K	Sell	1,728 -212	-11%	-$5.47K	0.01%	822
2019 Q4	$54K	Hold	1,940	–	–	0.01%	567
2019 Q3	$52K	Buy	+1,940	New	+$52.1K	0.01%	653
2019 Q1	–	Sell	-1,430	Closed	-$36K	–	2130
2018 Q4	$36K	Buy	+1,430	New	+$36.4K	0.01%	677

Other funds holding PKO

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

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

Ameritas Investment Company sold out of Pimco Income Opportunity Fund (PKO) in Q2 2020, closing a stake of 1,728 shares — an estimated $35K sold.

Ameritas Investment Company first reported a position in PKO in Q4 2018 and held it in 4 quarters. The position peaked at $54K in Q4 2019. 43 funds tracked by Wall St. Rank hold PKO as of Q2 2020.

Ameritas Investment Company reported no remaining Pimco Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,728 Pimco Income Opportunity Fund shares in Q2 2020, an estimated $35K.
Ameritas Investment Company first reported a position in Pimco Income Opportunity Fund in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's Pimco Income Opportunity Fund position peaked at $54K in Q4 2019.
43 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q2 2020.

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