CWM
IVH

Cornerstone Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Cornerstone Wealth 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
2019
Q2 		– Sell
-12,497
Closed -$573K – 523
2019
Q1 		$573K Buy
12,497
+37
+0.3% +$492 0.07% 259
2018
Q4 		$151K Buy
+12,460
New +$164K 0.03% 322

Other funds holding IVH

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Management's IVH Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2019, closing a stake of 12,497 shares — an estimated $573K sold.

Cornerstone Wealth Management first reported a position in IVH in Q4 2018 and held it in 2 quarters. The position peaked at $573K in Q1 2019. 44 funds tracked by Wall St. Rank hold IVH as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,497 Delaware Ivy High Income Opportunities Fund shares in Q2 2019, an estimated $573K.
  • Cornerstone Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $573K in Q1 2019.
  • 44 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.