BCM
IVH

Brookstone Capital Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Brookstone Capital 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
2021
Q4 		– Sell
-12,400
Closed -$173K – 810
2021
Q3 		$173K Buy
+12,400
New +$173K ﹤0.01% 701

Other funds holding IVH

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management's IVH Position: Q4 2021 in Review

Brookstone Capital Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q4 2021, closing a stake of 12,400 shares — an estimated $173K sold.

Brookstone Capital Management first reported a position in IVH in Q3 2021 and held it in 1 quarter. The position peaked at $173K in Q3 2021. 37 funds tracked by Wall St. Rank hold IVH as of Q4 2021.

  • Brookstone Capital Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 12,400 Delaware Ivy High Income Opportunities Fund shares in Q4 2021, an estimated $173K.
  • Brookstone Capital Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2021 and held it in 1 quarter.
  • Brookstone Capital Management's Delaware Ivy High Income Opportunities Fund position peaked at $173K in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q4 2021.

Based on Brookstone Capital Management's 13F filing for Q4 2021, filed 11 Jan 2022.