AIC
RESP

Ameritas Investment Company’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Ameritas Investment Company’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,336
Closed -$180K – 1855
2018
Q4 		$180K Buy
+6,336
New +$198K 0.04% 311

Other funds holding RESP

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Ameritas Investment Company's RESP Position: Q1 2019 in Review

Ameritas Investment Company sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2019, closing a stake of 6,336 shares — an estimated $180K sold.

Ameritas Investment Company first reported a position in RESP in Q4 2018 and held it in 1 quarter. The position peaked at $180K in Q4 2018. 29 funds tracked by Wall St. Rank hold RESP as of Q1 2019.

  • Ameritas Investment Company reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 6,336 WisdomTree U.S. ESG Fund shares in Q1 2019, an estimated $180K.
  • Ameritas Investment Company first reported a position in WisdomTree U.S. ESG Fund in Q4 2018 and held it in 1 quarter.
  • Ameritas Investment Company's WisdomTree U.S. ESG Fund position peaked at $180K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2019.

Based on Ameritas Investment Company's 13F filing for Q1 2019, filed 16 May 2019.