ICAS
IVH

Investors Capital Advisory Services’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Investors Capital Advisory Services’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
2013
Q4 		– Sell
-10,000
Closed -$178K – 670
2013
Q3 		$178K Sell
10,000
-5,000
-33% -$89.9K 0.05% 477
2013
Q2 		$300K Buy
+15,000
New +$300K 0.09% 311

Other funds holding IVH

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Investors Capital Advisory Services's IVH Position: Q4 2013 in Review

Investors Capital Advisory Services sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q4 2013, closing a stake of 10,000 shares — an estimated $178K sold.

Investors Capital Advisory Services first reported a position in IVH in Q2 2013 and held it in 2 quarters. The position peaked at $300K in Q2 2013. 25 funds tracked by Wall St. Rank hold IVH as of Q4 2013.

  • Investors Capital Advisory Services reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q4 2013 after selling out during the quarter.
  • Investors Capital Advisory Services sold 10,000 Delaware Ivy High Income Opportunities Fund shares in Q4 2013, an estimated $178K.
  • Investors Capital Advisory Services first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2013 and held it in 2 quarters.
  • Investors Capital Advisory Services's Delaware Ivy High Income Opportunities Fund position peaked at $300K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q4 2013.

Based on Investors Capital Advisory Services's 13F filing for Q4 2013, filed 13 Feb 2014.