NPC
IVH

National Planning Corporation’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-200
Closed -$3.19K – 2190
2014
Q4 		$3.19K Buy
+200
New +$3.36K ﹤0.01% 2475

Other funds holding IVH

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

National Planning Corporation's IVH Position: Q1 2015 in Review

National Planning Corporation sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2015, closing a stake of 200 shares — an estimated $3.19K sold.

National Planning Corporation first reported a position in IVH in Q4 2014 and held it in 1 quarter. The position peaked at $3.19K in Q4 2014. 27 funds tracked by Wall St. Rank hold IVH as of Q1 2015.

  • National Planning Corporation reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 200 Delaware Ivy High Income Opportunities Fund shares in Q1 2015, an estimated $3.19K.
  • National Planning Corporation first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Delaware Ivy High Income Opportunities Fund position peaked at $3.19K in Q4 2014.
  • 27 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.