| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WealthPLAN Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2015 | Q2 2016 | 2 |
| PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
| FDx Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own Ivy Fds Energy Fd Cl A or have owned Ivy Fds Energy Fd Cl A in the past.