ACS
INSI

Archford Capital Strategies’s Insight Select Income Fund INSI Stock Holding History

Archford Capital Strategies’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
2018
Q4 		– Sell
-2,463
Closed -$46K – 541
2018
Q3 		$46K Hold
2,463
– – 0.02% 301
2018
Q2 		$47K Hold
2,463
– – 0.02% 300
2018
Q1 		$50K Buy
+2,463
New +$48.6K 0.02% 209
2017
Q2 		– Sell
-4,926
Closed -$94K – 646
2017
Q1 		$94K Hold
4,926
– – 0.04% 245
2016
Q4 		$94K Buy
+4,926
New +$93.4K 0.04% 212

Other funds holding INSI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Archford Capital Strategies's INSI Position: Q4 2018 in Review

Archford Capital Strategies sold out of Insight Select Income Fund (INSI) in Q4 2018, closing a stake of 2,463 shares — an estimated $46K sold.

Archford Capital Strategies first reported a position in INSI in Q4 2016 and held it in 5 quarters. The position peaked at $94K in Q1 2017. 38 funds tracked by Wall St. Rank hold INSI as of Q4 2018.

  • Archford Capital Strategies reported no remaining Insight Select Income Fund position as of Q4 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 2,463 Insight Select Income Fund shares in Q4 2018, an estimated $46K.
  • Archford Capital Strategies first reported a position in Insight Select Income Fund in Q4 2016 and held it in 5 quarters.
  • Archford Capital Strategies's Insight Select Income Fund position peaked at $94K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2018.

Based on Archford Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.