BCA
IVH

Bay Colony Advisors’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-1,148
Closed -$16K – 962
2018
Q2 		$16K Buy
+1,148
New +$16.4K 0.01% 572

Other funds holding IVH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bay Colony Advisors's IVH Position: Q3 2018 in Review

Bay Colony Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2018, closing a stake of 1,148 shares — an estimated $16K sold.

Bay Colony Advisors first reported a position in IVH in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 38 funds tracked by Wall St. Rank hold IVH as of Q3 2018.

  • Bay Colony Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 1,148 Delaware Ivy High Income Opportunities Fund shares in Q3 2018, an estimated $16K.
  • Bay Colony Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $16K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.