MWM
IVH

Merriman Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Merriman Wealth Management’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
2014
Q1 		– Sell
-16,490
Closed -$296K – 100
2013
Q4 		$296K Buy
+16,490
New +$293K 0.13% 67

Other funds holding IVH

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 5.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Merriman Wealth Management's IVH Position: Q1 2014 in Review

Merriman Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2014, closing a stake of 16,490 shares — an estimated $296K sold.

Merriman Wealth Management first reported a position in IVH in Q4 2013 and held it in 1 quarter. The position peaked at $296K in Q4 2013. 28 funds tracked by Wall St. Rank hold IVH as of Q1 2014.

  • Merriman Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 16,490 Delaware Ivy High Income Opportunities Fund shares in Q1 2014, an estimated $296K.
  • Merriman Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $296K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.