Carson Wealth (CWM LLC)
INSI

Carson Wealth (CWM LLC)’s Insight Select Income Fund INSI Stock Holding History

Carson Wealth (CWM LLC)’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
2017
Q4 		– Sell
-625
Closed -$13K – 1603
2017
Q3 		$13K Hold
625
– – ﹤0.01% 833
2017
Q2 		$12K Hold
625
– – ﹤0.01% 750
2017
Q1 		$12K Hold
625
– – ﹤0.01% 715
2016
Q4 		$12K Buy
+625
New +$11.9K ﹤0.01% 702

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INSI Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Insight Select Income Fund (INSI) in Q4 2017, closing a stake of 625 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in INSI in Q4 2016 and held it in 4 quarters. The position peaked at $13K in Q3 2017. 35 funds tracked by Wall St. Rank hold INSI as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Insight Select Income Fund position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 625 Insight Select Income Fund shares in Q4 2017, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in Insight Select Income Fund in Q4 2016 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Insight Select Income Fund position peaked at $13K in Q3 2017.
  • 35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.