AMERIVEST INVESTMENT Overview

Amerivest Investment Management Llc is an investment advisor that manages 9.6 BN dollars in regulatory AUM and has 0 employees, of which 0 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/10 to 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 61% of the manager's regulatory AUM.

AMERIVEST INVESTMENT StockAlpha

-2.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AMERIVEST INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GVI 11.12% ETF -2.27% -0.32% 29 1%
VTV 9.83% ETF 5.57% 0.34% 5 2%
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FEATURED IN
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AMERIVEST INVESTMENT Founders and Key Employees

Name Title In Position Since
Gilbert R. Ott Secretary November-2005
John F. Bell President & Coo July-2009
Gerald P. Krager Chief Compliance Officer June-2007
William J. Gerber Board Of Managers Member October-2008
Matthew T. Judge Vice President December-2008
Shelby L. Meyer Vice President December-2010
John T. Bradley Board Of Managers Member February-2012
Karen A. Cassidy Treasurer March-2015

AMERIVEST INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

AMERIVEST INVESTMENT Investment Strategy

AMERIVEST INVESTMENT Portfolio Concentration

AMERIVEST INVESTMENT Location

200 SOUTH 108TH AVENUE
OMAHA, Nebraska
UNITED STATES, 68154

AMERIVEST INVESTMENT Contact Information

Phone Number: 800-237-8692
Fax Number: 402-970-3440
Website:

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