BRWM
IVH

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

B. Riley Wealth Management’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
2014
Q3 		– Sell
-500
Closed -$9K – 1178
2014
Q2 		$9K Buy
+500
New +$9.23K 0.01% 858

Other funds holding IVH

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

B. Riley Wealth Management's IVH Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2014, closing a stake of 500 shares — an estimated $9K sold.

B. Riley Wealth Management first reported a position in IVH in Q2 2014 and held it in 1 quarter. The position peaked at $9K in Q2 2014. 24 funds tracked by Wall St. Rank hold IVH as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 Delaware Ivy High Income Opportunities Fund shares in Q3 2014, an estimated $9K.
  • B. Riley Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $9K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.