Ameritas Investment Company’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$163K	Buy	+18,982	New	+$165K	0.01%	692
2020 Q2	–	Sell	-18,982	Closed	-$86K	–	1526
2020 Q1	$86K	Buy	18,982 +12,912	+213%	+$79.7K	0.01%	532
2019 Q4	$41K	Buy	+6,070	New	+$39.7K	0.01%	606
2019 Q2	–	Sell	-12,912	Closed	-$79K	–	843
2019 Q1	$79K	Buy	+12,912	New	+$76.3K	0.01%	384

Other funds holding USA

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ameritas Investment Company's USA Position: Q3 2021 in Review

Ameritas Investment Company opened a new position in Liberty All-Star Equity Fund (USA) in Q3 2021: 18,982 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: Ameritas Investment Company previously reported a position in USA as recently as Q1 2020.

Ameritas Investment Company first reported a position in USA in Q1 2019 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold USA as of Q3 2021.

Ameritas Investment Company held 18,982 shares of Liberty All-Star Equity Fund worth $163K as of Q3 2021.
Liberty All-Star Equity Fund was a new Ameritas Investment Company position in Q3 2021.
Liberty All-Star Equity Fund made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #692 holding.
Ameritas Investment Company first reported a position in Liberty All-Star Equity Fund in Q1 2019 and has held it in 4 quarters since.
154 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.