MAFM
IVH

Mid Atlantic Financial Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		– Sell
-43,200
Closed -$607K – 983
2021
Q2 		$607K Sell
43,200
-14,700
-25% -$203K 0.04% 403
2021
Q1 		$790K Sell
57,900
-600
-1% -$8.01K 0.06% 310
2020
Q4 		$777K Buy
58,500
+2,037
+4% +$25.3K 0.06% 290
2020
Q3 		$692K Sell
56,463
-737
-1% -$8.78K 0.06% 284
2020
Q2 		$643K Buy
57,200
+5,700
+11% +$62K 0.06% 272
2020
Q1 		$536K Buy
51,500
+4,700
+10% +$60.5K 0.06% 286
2019
Q4 		$651K Buy
46,800
+12,100
+35% +$164K 0.06% 318
2019
Q3 		$476K Buy
34,700
+12,500
+56% +$170K 0.05% 367
2019
Q2 		$301K Buy
22,200
+6,500
+41% +$88.6K 0.03% 520
2019
Q1 		$212K Buy
+15,700
New +$209K 0.02% 617

Other funds holding IVH

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Mid Atlantic Financial Management's IVH Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q3 2021, closing a stake of 43,200 shares — an estimated $607K sold.

Mid Atlantic Financial Management first reported a position in IVH in Q1 2019 and held it in 10 quarters. The position peaked at $790K in Q1 2021. 39 funds tracked by Wall St. Rank hold IVH as of Q3 2021.

  • Mid Atlantic Financial Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 43,200 Delaware Ivy High Income Opportunities Fund shares in Q3 2021, an estimated $607K.
  • Mid Atlantic Financial Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2019 and held it in 10 quarters.
  • Mid Atlantic Financial Management's Delaware Ivy High Income Opportunities Fund position peaked at $790K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.