BAM
IVH

Belpointe Asset Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Belpointe Asset 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
2020
Q1 		– Sell
-17,015
Closed -$236K – 821
2019
Q4 		$236K Sell
17,015
-1,000
-6% -$13.5K 0.03% 494
2019
Q3 		$247K Buy
+18,015
New +$245K 0.04% 429

Other funds holding IVH

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SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Belpointe Asset Management's IVH Position: Q1 2020 in Review

Belpointe Asset Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2020, closing a stake of 17,015 shares — an estimated $236K sold.

Belpointe Asset Management first reported a position in IVH in Q3 2019 and held it in 2 quarters. The position peaked at $247K in Q3 2019. 40 funds tracked by Wall St. Rank hold IVH as of Q1 2020.

  • Belpointe Asset Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 17,015 Delaware Ivy High Income Opportunities Fund shares in Q1 2020, an estimated $236K.
  • Belpointe Asset Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2019 and held it in 2 quarters.
  • Belpointe Asset Management's Delaware Ivy High Income Opportunities Fund position peaked at $247K in Q3 2019.
  • 40 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.