TWA
IVH

TCI Wealth Advisors’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

TCI Wealth Advisors’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
2017
Q4 		– Sell
-1,140
Closed -$18K – 1438
2017
Q3 		$18K Hold
1,140
– – 0.01% 484
2017
Q2 		$18K Buy
+1,140
New +$17.8K 0.01% 479

Other funds holding IVH

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
Wells Fargo
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

TCI Wealth Advisors's IVH Position: Q4 2017 in Review

TCI Wealth Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q4 2017, closing a stake of 1,140 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in IVH in Q2 2017 and held it in 2 quarters. The position peaked at $18K in Q3 2017. 29 funds tracked by Wall St. Rank hold IVH as of Q4 2017.

  • TCI Wealth Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,140 Delaware Ivy High Income Opportunities Fund shares in Q4 2017, an estimated $18K.
  • TCI Wealth Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2017 and held it in 2 quarters.
  • TCI Wealth Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $18K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q4 2017.

Based on TCI Wealth Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.