AF
INSI

Advisornet Financial’s Insight Select Income Fund INSI Stock Holding History

Advisornet Financial’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
2020
Q4 		– Sell
-1,945
Closed -$39K – 1867
2020
Q3 		$39K Hold
1,945
– – ﹤0.01% 924
2020
Q2 		$38K Hold
1,945
– – ﹤0.01% 929
2020
Q1 		$38K Hold
1,945
– – ﹤0.01% 888
2019
Q4 		$39K Hold
1,945
– – ﹤0.01% 977
2019
Q3 		$40K Buy
+1,945
New +$38.9K ﹤0.01% 983

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Advisornet Financial's INSI Position: Q4 2020 in Review

Advisornet Financial sold out of Insight Select Income Fund (INSI) in Q4 2020, closing a stake of 1,945 shares — an estimated $39K sold.

Advisornet Financial first reported a position in INSI in Q3 2019 and held it in 5 quarters. The position peaked at $40K in Q3 2019. 36 funds tracked by Wall St. Rank hold INSI as of Q4 2020.

  • Advisornet Financial reported no remaining Insight Select Income Fund position as of Q4 2020 after selling out during the quarter.
  • Advisornet Financial sold 1,945 Insight Select Income Fund shares in Q4 2020, an estimated $39K.
  • Advisornet Financial first reported a position in Insight Select Income Fund in Q3 2019 and held it in 5 quarters.
  • Advisornet Financial's Insight Select Income Fund position peaked at $40K in Q3 2019.
  • 36 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.