Ameritas Investment Partners’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Ameritas Investment Partners’s Portfolio VCV Stock Details VCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-584	Closed	-$7K	–	3233
2021 Q1	$7K	Hold	584	–	–	﹤0.01%	2956
2020 Q4	$7K	Hold	584	–	–	﹤0.01%	2919
2020 Q3	$7K	Hold	584	–	–	﹤0.01%	2887
2020 Q2	$6K	Hold	584	–	–	﹤0.01%	2928
2020 Q1	$6K	Hold	584	–	–	﹤0.01%	2772
2019 Q4	$7K	Hold	584	–	–	﹤0.01%	2849
2019 Q3	$7K	Buy	+584	New	+$7.63K	﹤0.01%	2858

Other funds holding VCV

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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Ameritas Investment Partners's VCV Position: Q2 2021 in Review

Ameritas Investment Partners sold out of Invesco California Value Municipal Income Trust (VCV) in Q2 2021, closing a stake of 584 shares — an estimated $7K sold.

Ameritas Investment Partners first reported a position in VCV in Q3 2019 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 48 funds tracked by Wall St. Rank hold VCV as of Q2 2021.

Ameritas Investment Partners reported no remaining Invesco California Value Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Partners sold 584 Invesco California Value Municipal Income Trust shares in Q2 2021, an estimated $7K.
Ameritas Investment Partners first reported a position in Invesco California Value Municipal Income Trust in Q3 2019 and held it in 7 quarters.
Ameritas Investment Partners's Invesco California Value Municipal Income Trust position peaked at $7K in Q1 2021.
48 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2021.

Based on Ameritas Investment Partners's 13F filing for Q2 2021, filed 6 Aug 2021.