CBA
IVH

Coastal Bridge Advisors’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Coastal Bridge 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
2016
Q2 		– Sell
-16,450
Closed -$209K – 68
2016
Q1 		$209K Buy
+16,450
New +$195K 0.15% 56

Other funds holding IVH

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Coastal Bridge Advisors's IVH Position: Q2 2016 in Review

Coastal Bridge Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2016, closing a stake of 16,450 shares — an estimated $209K sold.

Coastal Bridge Advisors first reported a position in IVH in Q1 2016 and held it in 1 quarter. The position peaked at $209K in Q1 2016. 30 funds tracked by Wall St. Rank hold IVH as of Q2 2016.

  • Coastal Bridge Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2016 after selling out during the quarter.
  • Coastal Bridge Advisors sold 16,450 Delaware Ivy High Income Opportunities Fund shares in Q2 2016, an estimated $209K.
  • Coastal Bridge Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2016 and held it in 1 quarter.
  • Coastal Bridge Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $209K in Q1 2016.
  • 30 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2016.

Based on Coastal Bridge Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.