AMERITAS INVESTMENT Overview
Ameritas Investment Partners Inc. is an investment advisor that manages 14.5 BN dollars in regulatory AUM and has 46 employees, of which 25 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/07 to 03/31/20. The fund's latest filing disclosed 2BN in positions, representing 12% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 03/31/20. The fund's latest filing disclosed 2BN in positions, representing 12% of the manager's regulatory AUM.
AMERITAS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERITAS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 3.7% | ETF | 21.13% | -0.01% | 0 | 12% | ||
| AGG | 3.35% | ETF | 3.13% | -0.13% | 0 | 9% | ||
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FEATURED IN
AMERITAS INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William W. Lester | Director & Chairman | December-2006 |
| Robert C. Barth | Director | July-2007 |
| Thomas G. Knipper | Vice President & Chief Compliance Officer | April-2010 |
| Gerald Q. Herbert | Vice President, Chief Financial Officer & Treasurer | April-2010 |
| Karen D. Dike | Secretary | April-2010 |
| James Mikus | Director, President & Chief Executive Officer | March-2012 |
AMERITAS INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AMERITAS INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
AIP employs various methods of investment analysis. Our primary approach is to prepare fundamental and technical analysis of data, but we also may consider charts and cyclical data or other trend and statistical analysis. The main sources of information include: research materials prepared by brokers or others, rating agency reports, securities filings (such as, annual and quarterly reports, prospectuses, and other filings), press releases and financial newspaper and other periodical articles . In addition to such traditional research sources, AIP may use a variety of electronic databases (e.g. Value Line, Dorsey Wright and Bloomberg, etc.), telephone and personal communications with management of companies of securities under consideration.
AIP seeks to identify investments that will achieve clients’ investment objectives within the parameters of established investment policies, restrictions and limitations. <...
Unlock Full Investment Process Description
AIP employs various methods of investment analysis. Our primary approach is to prepare fundamental and technical analysis of data, but we also may consider charts and cyclical data or other trend and statistical analysis. The main sources of information include: research materials prepared by brokers or others, rating agency reports, securities filings (such as, annual and quarterly reports, prospectuses, and other filings), press releases and financial newspaper and other periodical articles . In addition to such traditional research sources, AIP may use a variety of electronic databases (e.g. Value Line, Dorsey Wright and Bloomberg, etc.), telephone and personal communications with management of companies of securities under consideration.
AIP seeks to identify investments that will achieve clients’ investment objectives within the parameters of established investment policies, restrictions and limitations. <...
Unlock Full Investment Process Description
AMERITAS INVESTMENT Portfolio Concentration
AMERITAS INVESTMENT Location
390 N COTNER BLVD
LINCOLN, Nebraska
UNITED STATES, 68505-2371
LINCOLN, Nebraska
UNITED STATES, 68505-2371
AMERITAS INVESTMENT Contact Information
Phone Number: 402-467-6980
Fax Number: 402-467-6970
Website: null
Fax Number: 402-467-6970
Website: null
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