Barclays
IVH

Barclays’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Barclays’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
2020
Q4 		– Sell
-338
Closed -$5K – 5231
2020
Q3 		$5K Buy
+338
New +$4.03K ﹤0.01% 5073

Other funds holding IVH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Barclays's IVH Position: Q4 2020 in Review

Barclays sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q4 2020, closing a stake of 338 shares — an estimated $5K sold.

Barclays first reported a position in IVH in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 42 funds tracked by Wall St. Rank hold IVH as of Q4 2020.

  • Barclays reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Barclays sold 338 Delaware Ivy High Income Opportunities Fund shares in Q4 2020, an estimated $5K.
  • Barclays first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Barclays's Delaware Ivy High Income Opportunities Fund position peaked at $5K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q4 2020.

Based on Barclays's 13F filing for Q4 2020, filed 11 Feb 2021.