CIM
IVH

Contravisory Investment Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Contravisory Investment 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
2014
Q2 		– Sell
-2,127
Closed -$39K – 191
2014
Q1 		$39K Buy
+2,127
New +$38.6K 0.01% 99

Other funds holding IVH

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Contravisory Investment Management's IVH Position: Q2 2014 in Review

Contravisory Investment Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2014, closing a stake of 2,127 shares — an estimated $39K sold.

Contravisory Investment Management first reported a position in IVH in Q1 2014 and held it in 1 quarter. The position peaked at $39K in Q1 2014. 26 funds tracked by Wall St. Rank hold IVH as of Q2 2014.

  • Contravisory Investment Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Contravisory Investment Management sold 2,127 Delaware Ivy High Income Opportunities Fund shares in Q2 2014, an estimated $39K.
  • Contravisory Investment Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2014 and held it in 1 quarter.
  • Contravisory Investment Management's Delaware Ivy High Income Opportunities Fund position peaked at $39K in Q1 2014.
  • 26 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2014.

Based on Contravisory Investment Management's 13F filing for Q2 2014, filed 17 Jul 2014.