CAN
IVH

Cetera Advisor Networks’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Cetera Advisor Networks’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
Q3 		– Sell
-6,000
Closed -$67K – 3226
2020
Q2 		$67K Buy
+6,000
New +$65.3K ﹤0.01% 1746

Other funds holding IVH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's IVH Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2020, closing a stake of 6,000 shares — an estimated $67K sold.

Cetera Advisor Networks first reported a position in IVH in Q2 2020 and held it in 1 quarter. The position peaked at $67K in Q2 2020. 31 funds tracked by Wall St. Rank hold IVH as of Q3 2020.

  • Cetera Advisor Networks reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 6,000 Delaware Ivy High Income Opportunities Fund shares in Q3 2020, an estimated $67K.
  • Cetera Advisor Networks first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's Delaware Ivy High Income Opportunities Fund position peaked at $67K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.