BS
INSI

Boenning & Scattergood’s Insight Select Income Fund INSI Stock Holding History

Boenning & Scattergood’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
-10,726
Closed -$229K – 371
2020
Q4 		$229K Buy
10,726
+419
+4% +$8.76K 0.05% 306
2020
Q3 		$209K Buy
10,307
+92
+0.9% +$1.9K 0.05% 305
2020
Q2 		$201K Hold
10,215
– – 0.05% 288
2020
Q1 		$202K Buy
+10,215
New +$205K 0.07% 250
2019
Q3 		– Sell
-10,428
Closed -$210K – 285
2019
Q2 		$210K Buy
10,428
+54
+0.5% +$1.03K 0.06% 258
2019
Q1 		$199K Buy
10,374
+34
+0.3% +$625 0.06% 271
2018
Q4 		$180K Buy
10,340
+112
+1% +$1.99K 0.06% 251
2018
Q3 		$190K Sell
10,228
-1,345
-12% -$25.1K 0.06% 262
2018
Q2 		$219K Buy
+11,573
New +$216K 0.07% 257

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
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
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

Boenning & Scattergood's INSI Position: Q1 2021 in Review

Boenning & Scattergood sold out of Insight Select Income Fund (INSI) in Q1 2021, closing a stake of 10,726 shares — an estimated $229K sold.

Boenning & Scattergood first reported a position in INSI in Q2 2018 and held it in 9 quarters. The position peaked at $229K in Q4 2020. 33 funds tracked by Wall St. Rank hold INSI as of Q1 2021.

  • Boenning & Scattergood reported no remaining Insight Select Income Fund position as of Q1 2021 after selling out during the quarter.
  • Boenning & Scattergood sold 10,726 Insight Select Income Fund shares in Q1 2021, an estimated $229K.
  • Boenning & Scattergood first reported a position in Insight Select Income Fund in Q2 2018 and held it in 9 quarters.
  • Boenning & Scattergood's Insight Select Income Fund position peaked at $229K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2021.

Based on Boenning & Scattergood's 13F filing for Q1 2021, filed 22 Apr 2021.