B. Riley Wealth Advisors’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

B. Riley Wealth Advisors’s Portfolio IVH Stock Details IVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-27,150	Closed	-$330K	–	783
2018 Q4	$330K	Sell	27,150 -7,000	-20%	-$92.1K	0.05%	410
2018 Q3	$487K	Sell	34,150 -600	-2%	-$8.59K	0.06%	358
2018 Q2	$498K	Sell	34,750 -3,800	-10%	-$54.3K	0.07%	325
2018 Q1	$547K	Sell	38,550 -7,800	-17%	-$112K	0.08%	286
2017 Q4	$701K	Sell	46,350 -9,700	-17%	-$147K	0.09%	238
2017 Q3	$896K	Sell	56,050 -6,400	-10%	-$100K	0.15%	157
2017 Q2	$966K	Sell	62,450 -700	-1%	-$11K	0.18%	154
2017 Q1	$964K	Sell	63,150 -4,500	-7%	-$67.8K	0.19%	132
2016 Q4	$1M	Sell	67,650 -19,500	-22%	-$275K	0.2%	127
2016 Q3	$1.25M	Sell	87,150 -8,800	-9%	-$125K	0.25%	104
2016 Q2	$1.31M	Buy	+95,950	New	+$1.27M	0.26%	97

Other funds holding IVH

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAM

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's IVH Position: Q1 2019 in Review

B. Riley Wealth Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2019, closing a stake of 27,150 shares — an estimated $330K sold.

B. Riley Wealth Advisors first reported a position in IVH in Q2 2016 and held it in 11 quarters. The position peaked at $1.31M in Q2 2016. 45 funds tracked by Wall St. Rank hold IVH as of Q1 2019.

B. Riley Wealth Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
B. Riley Wealth Advisors sold 27,150 Delaware Ivy High Income Opportunities Fund shares in Q1 2019, an estimated $330K.
B. Riley Wealth Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2016 and held it in 11 quarters.
B. Riley Wealth Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $1.31M in Q2 2016.
45 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.