Creative Planning
IVH

Creative Planning’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-512
Closed -$8K – 4904
2017
Q1 		$8K Buy
+512
New +$7.72K ﹤0.01% 3752

Other funds holding IVH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Creative Planning's IVH Position: Q2 2017 in Review

Creative Planning sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2017, closing a stake of 512 shares — an estimated $8K sold.

Creative Planning first reported a position in IVH in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 28 funds tracked by Wall St. Rank hold IVH as of Q2 2017.

  • Creative Planning reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 512 Delaware Ivy High Income Opportunities Fund shares in Q2 2017, an estimated $8K.
  • Creative Planning first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2017 and held it in 1 quarter.
  • Creative Planning's Delaware Ivy High Income Opportunities Fund position peaked at $8K in Q1 2017.
  • 28 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.