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

SeaCrest 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
2019 Q2	–	Sell	-3,916	Closed	-$53K	–	1997
2019 Q1	$53K	Sell	3,916 -1,466	-27%	-$19.5K	0.01%	921
2018 Q4	$65K	Sell	5,382 -4,135	-43%	-$54.4K	0.01%	816
2018 Q3	$136K	Sell	9,517 -1,873	-16%	-$26.8K	0.02%	644
2018 Q2	$163K	Sell	11,390 -2,325	-17%	-$33.2K	0.03%	564
2018 Q1	$194K	Sell	13,715 -11,181	-45%	-$160K	0.04%	496
2017 Q4	$376K	Buy	+24,896	New	+$378K	0.07%	315

Other funds holding IVH

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SeaCrest Wealth Management's IVH Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q2 2019, closing a stake of 3,916 shares — an estimated $53K sold.

SeaCrest Wealth Management first reported a position in IVH in Q4 2017 and held it in 6 quarters. The position peaked at $376K in Q4 2017. 44 funds tracked by Wall St. Rank hold IVH as of Q2 2019.

SeaCrest Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 3,916 Delaware Ivy High Income Opportunities Fund shares in Q2 2019, an estimated $53K.
SeaCrest Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $376K in Q4 2017.
44 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.