LA
IVH

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

LexAurum 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
2020
Q2 		– Sell
-20,264
Closed -$211K – 226
2020
Q1 		$211K Buy
+20,264
New +$261K 0.15% 161

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LexAurum Advisors's IVH Position: Q2 2020 in Review

LexAurum Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2020, closing a stake of 20,264 shares — an estimated $211K sold.

LexAurum Advisors first reported a position in IVH in Q1 2020 and held it in 1 quarter. The position peaked at $211K in Q1 2020. 33 funds tracked by Wall St. Rank hold IVH as of Q2 2020.

  • LexAurum Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • LexAurum Advisors sold 20,264 Delaware Ivy High Income Opportunities Fund shares in Q2 2020, an estimated $211K.
  • LexAurum Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • LexAurum Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $211K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2020.

Based on LexAurum Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.