TCOV
IVH

Trust Company of Vermont’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Trust Company of Vermont’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
2022
Q1 		– Sell
-3
Closed – – 785
2021
Q4 		$0 Buy
+3
New +$42 ﹤0.01% 807
2021
Q3 		– Sell
-3
Closed – – 757
2021
Q2 		$0 Hold
3
– – ﹤0.01% 805
2021
Q1 		$0 Buy
+3
New +$40 ﹤0.01% 796

Other funds holding IVH

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
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Trust Company of Vermont's IVH Position: Q1 2022 in Review

Trust Company of Vermont sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2022, closing a stake of 3 shares.

Trust Company of Vermont first reported a position in IVH in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q4 2021. 37 funds tracked by Wall St. Rank hold IVH as of Q1 2022.

  • Trust Company of Vermont reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Trust Company of Vermont sold 3 Delaware Ivy High Income Opportunities Fund shares in Q1 2022.
  • Trust Company of Vermont first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2021 and held it in 3 quarters.
  • Trust Company of Vermont's Delaware Ivy High Income Opportunities Fund position peaked at $0 in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2022.

Based on Trust Company of Vermont's 13F filing for Q1 2022, filed 5 Apr 2022.