Advisory Services Network’s Insight Select Income Fund INSI Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-160	Closed	-$3K	–	3331
2021 Q2	$3K	Buy	+160	New	+$3.29K	﹤0.01%	3261
2021 Q1	–	Sell	-160	Closed	-$3K	–	3035
2020 Q4	$3K	Hold	160	–	–	﹤0.01%	2950
2020 Q3	$3K	Buy	+160	New	+$3.3K	﹤0.01%	3024
2020 Q2	–	Sell	-160	Closed	-$3K	–	2832
2020 Q1	$3K	Hold	160	–	–	﹤0.01%	2687
2019 Q4	$3K	Hold	160	–	–	﹤0.01%	2799
2019 Q3	$3K	Hold	160	–	–	﹤0.01%	2589
2019 Q2	$3K	Hold	160	–	–	﹤0.01%	2587
2019 Q1	$3K	Hold	160	–	–	﹤0.01%	2281
2018 Q4	$3K	Hold	160	–	–	﹤0.01%	2248
2018 Q3	$3K	Hold	160	–	–	﹤0.01%	2257
2018 Q2	$3K	Hold	160	–	–	﹤0.01%	2222
2018 Q1	$3K	Hold	160	–	–	﹤0.01%	2330
2017 Q4	$3K	Hold	160	–	–	﹤0.01%	2307
2017 Q3	$3K	Hold	160	–	–	﹤0.01%	2096
2017 Q2	$3K	Hold	160	–	–	﹤0.01%	2040
2017 Q1	$3K	Buy	+160	New	+$3.05K	﹤0.01%	1913

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Advisory Services Network's INSI Position: Q3 2021 in Review

Advisory Services Network sold out of Insight Select Income Fund (INSI) in Q3 2021, closing a stake of 160 shares — an estimated $3K sold.

Advisory Services Network first reported a position in INSI in Q1 2017 and held it in 16 quarters. The position peaked at $3K in Q2 2021. 34 funds tracked by Wall St. Rank hold INSI as of Q3 2021.

Advisory Services Network reported no remaining Insight Select Income Fund position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 160 Insight Select Income Fund shares in Q3 2021, an estimated $3K.
Advisory Services Network first reported a position in Insight Select Income Fund in Q1 2017 and held it in 16 quarters.
Advisory Services Network's Insight Select Income Fund position peaked at $3K in Q2 2021.
34 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.