AG
INSI

Advisor Group’s Insight Select Income Fund INSI Stock Holding History

Advisor Group’s Portfolio INSI Stock Details INSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$208K Buy
10,400
+1,752
+20% +$35.4K ﹤0.01% 2364
2019
Q3 		$177K Sell
8,648
-210
-2% -$4.2K ﹤0.01% 2411
2019
Q2 		$178K Buy
8,858
+8,148
+1,148% +$155K ﹤0.01% 2404
2019
Q1 		$14K Hold
710
– – ﹤0.01% 4201
2018
Q4 		$13K Hold
710
– – ﹤0.01% 4074
2018
Q3 		$13K Buy
710
+210
+42% +$3.92K ﹤0.01% 4142
2018
Q2 		$9K Hold
500
– – ﹤0.01% 4140
2018
Q1 		$10K Hold
500
– – ﹤0.01% 4097
2017
Q4 		$10K Hold
500
– – ﹤0.01% 4105
2017
Q3 		$10K Sell
500
-709
-59% -$14.2K ﹤0.01% 3989
2017
Q2 		$24K Sell
1,209
-391
-24% -$7.64K ﹤0.01% 3393
2017
Q1 		$31K Buy
1,600
+1,100
+220% +$20.9K ﹤0.01% 3063
2016
Q4 		$10K Buy
+500
New +$9.48K ﹤0.01% 3638

Other funds holding INSI

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's INSI Position: Q4 2019 in Review

Advisor Group increased its Insight Select Income Fund (INSI) stake by 20% in Q4 2019, buying an estimated $35.4K and bringing the position to 10,400 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Advisor Group first reported a position in INSI in Q4 2016 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold INSI as of Q4 2019.

  • Advisor Group held 10,400 shares of Insight Select Income Fund worth $208K as of Q4 2019.
  • Advisor Group bought 1,752 Insight Select Income Fund shares in Q4 2019, an estimated $35.4K.
  • Insight Select Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2364 holding.
  • Advisor Group first reported a position in Insight Select Income Fund in Q4 2016 and has held it in 13 quarters since.
  • 35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.