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

Doliver 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
2019 Q3	–	Sell	-10,403	Closed	-$141K	–	179
2019 Q2	$141K	Buy	+10,403	New	+$142K	0.06%	119
2018 Q4	–	Sell	-11,256	Closed	-$161K	–	229
2018 Q3	$161K	Buy	+11,256	New	+$161K	0.07%	181
2018 Q2	–	Sell	-14,136	Closed	-$200K	–	383
2018 Q1	$200K	Sell	14,136 -5,057	-26%	-$72.5K	0.09%	237
2017 Q4	$290K	Buy	+19,193	New	+$292K	0.12%	159
2017 Q2	–	Sell	-26,058	Closed	-$397K	–	294
2017 Q1	$397K	Buy	+26,058	New	+$393K	0.31%	109
2016 Q4	–	Sell	-11,897	Closed	-$171K	–	269
2016 Q3	$171K	Buy	+11,897	New	+$169K	0.14%	160

Other funds holding IVH

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doliver Advisors's IVH Position: Q3 2019 in Review

Doliver Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2019, closing a stake of 10,403 shares — an estimated $141K sold.

Doliver Advisors first reported a position in IVH in Q3 2016 and held it in 6 quarters. The position peaked at $397K in Q1 2017. 40 funds tracked by Wall St. Rank hold IVH as of Q3 2019.

Doliver Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Doliver Advisors sold 10,403 Delaware Ivy High Income Opportunities Fund shares in Q3 2019, an estimated $141K.
Doliver Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2016 and held it in 6 quarters.
Doliver Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $397K in Q1 2017.
40 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2019.

Based on Doliver Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.