MC
IVH

Moors & Cabot’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Moors & Cabot’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
-10,500
Closed -$109K – 707
2020
Q1 		$109K Buy
+10,500
New +$135K 0.02% 538

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

Moors & Cabot's IVH Position: Q2 2020 in Review

Moors & Cabot sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2020, closing a stake of 10,500 shares — an estimated $109K sold.

Moors & Cabot first reported a position in IVH in Q1 2020 and held it in 1 quarter. The position peaked at $109K in Q1 2020. 33 funds tracked by Wall St. Rank hold IVH as of Q2 2020.

  • Moors & Cabot reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Moors & Cabot sold 10,500 Delaware Ivy High Income Opportunities Fund shares in Q2 2020, an estimated $109K.
  • Moors & Cabot first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Moors & Cabot's Delaware Ivy High Income Opportunities Fund position peaked at $109K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2020.

Based on Moors & Cabot's 13F filing for Q2 2020, filed 13 Aug 2020.