GWMIA
IVH

Global Wealth Management Investment Advisory’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-2
Closed – – 659
2020
Q2 		$0 Hold
2
– – ﹤0.01% 704
2020
Q1 		$0 Hold
2
– – ﹤0.01% 680
2019
Q4 		$0 Hold
2
– – ﹤0.01% 736
2019
Q3 		$0 Hold
2
– – ﹤0.01% 749
2019
Q2 		$0 Hold
2
– – ﹤0.01% 806
2019
Q1 		$0 Hold
2
– – ﹤0.01% 784
2018
Q4 		$0 Buy
+2
New +$26 ﹤0.01% 729

Other funds holding IVH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Management Investment Advisory's IVH Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2020, closing a stake of 2 shares.

Global Wealth Management Investment Advisory first reported a position in IVH in Q4 2018 and held it in 7 quarters. The position peaked at $0 in Q2 2020. 31 funds tracked by Wall St. Rank hold IVH as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 2 Delaware Ivy High Income Opportunities Fund shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Delaware Ivy High Income Opportunities Fund position peaked at $0 in Q2 2020.
  • 31 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.