AIM
INSI

Anchor Investment Management’s Insight Select Income Fund INSI Stock Holding History

Anchor Investment Management’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
Q1 		– Sell
-164
Closed -$3.5K – 1011
2020
Q4 		$3.5K Buy
+164
New +$3.43K ﹤0.01% 793

Other funds holding INSI

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Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.49B AUM 21.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Anchor Investment Management's INSI Position: Q1 2021 in Review

Anchor Investment Management sold out of Insight Select Income Fund (INSI) in Q1 2021, closing a stake of 164 shares — an estimated $3.5K sold.

Anchor Investment Management first reported a position in INSI in Q4 2020 and held it in 1 quarter. The position peaked at $3.5K in Q4 2020. 33 funds tracked by Wall St. Rank hold INSI as of Q1 2021.

  • Anchor Investment Management reported no remaining Insight Select Income Fund position as of Q1 2021 after selling out during the quarter.
  • Anchor Investment Management sold 164 Insight Select Income Fund shares in Q1 2021, an estimated $3.5K.
  • Anchor Investment Management first reported a position in Insight Select Income Fund in Q4 2020 and held it in 1 quarter.
  • Anchor Investment Management's Insight Select Income Fund position peaked at $3.5K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.