AA
INSI

Ancora Advisors’s Insight Select Income Fund INSI Stock Holding History

Ancora Advisors’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
Q2 		– Sell
-1
Closed – – 2023
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1854
2020
Q4 		$0 Buy
+1
New +$21 ﹤0.01% 1552

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
Invesco
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
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
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

Ancora Advisors's INSI Position: Q2 2021 in Review

Ancora Advisors sold out of Insight Select Income Fund (INSI) in Q2 2021, closing a stake of 1 share.

Ancora Advisors first reported a position in INSI in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 33 funds tracked by Wall St. Rank hold INSI as of Q2 2021.

  • Ancora Advisors reported no remaining Insight Select Income Fund position as of Q2 2021 after selling out during the quarter.
  • Ancora Advisors sold 1 Insight Select Income Fund share in Q2 2021.
  • Ancora Advisors first reported a position in Insight Select Income Fund in Q4 2020 and held it in 2 quarters.
  • Ancora Advisors's Insight Select Income Fund position peaked at $0 in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q2 2021.

Based on Ancora Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.