FFEC
IVH

First Financial Equity Corporation’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

First Financial Equity Corporation’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
Q1 		$298K Buy
+19,785
New +$298K 0.05% 305

Other funds holding IVH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

First Financial Equity Corporation's IVH Position: Q1 2017 in Review

First Financial Equity Corporation opened a new position in Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2017: 19,785 shares worth $298K. The stake represents 0.05% of the portfolio and ranks #305 among its holdings.

27 funds tracked by Wall St. Rank hold IVH as of Q1 2017.

  • First Financial Equity Corporation held 19,785 shares of Delaware Ivy High Income Opportunities Fund worth $298K as of Q1 2017.
  • Delaware Ivy High Income Opportunities Fund was a new First Financial Equity Corporation position in Q1 2017.
  • Delaware Ivy High Income Opportunities Fund made up 0.05% of First Financial Equity Corporation's portfolio in Q1 2017, its #305 holding.
  • 27 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2017.

Based on First Financial Equity Corporation's 13F filing for Q1 2017, filed 16 May 2017.