Central Trust Company’s Insight Select Income Fund INSI Stock Holding History

Central Trust Company’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
2023 Q4	–	Sell	-517	Closed	-$7.77K	–	1431
2023 Q3	$7.77K	Buy	+517	New	+$7.96K	﹤0.01%	1092
2022 Q1	–	Sell	-734	Closed	-$16K	–	1520
2021 Q4	$16K	Hold	734	–	–	﹤0.01%	990
2021 Q3	$15K	Hold	734	–	–	﹤0.01%	973
2021 Q2	$16K	Hold	734	–	–	﹤0.01%	935
2021 Q1	$15K	Hold	734	–	–	﹤0.01%	877
2020 Q4	$16K	Hold	734	–	–	﹤0.01%	840
2020 Q3	$15K	Hold	734	–	–	﹤0.01%	808
2020 Q2	$14K	Hold	734	–	–	﹤0.01%	798
2020 Q1	$14K	Hold	734	–	–	﹤0.01%	820
2019 Q4	$15K	Hold	734	–	–	﹤0.01%	884
2019 Q3	$15K	Hold	734	–	–	﹤0.01%	847
2019 Q2	$14K	Hold	734	–	–	﹤0.01%	866
2019 Q1	$14K	Hold	734	–	–	﹤0.01%	832
2018 Q4	$13K	Hold	734	–	–	﹤0.01%	850
2018 Q3	$14K	Hold	734	–	–	﹤0.01%	919
2018 Q2	$14K	Hold	734	–	–	﹤0.01%	903
2018 Q1	$14K	Hold	734	–	–	﹤0.01%	913
2017 Q4	$15K	Hold	734	–	–	﹤0.01%	925
2017 Q3	$15K	Hold	734	–	–	﹤0.01%	900
2017 Q2	$15K	Hold	734	–	–	﹤0.01%	901
2017 Q1	$14K	Hold	734	–	–	﹤0.01%	933
2016 Q4	$14K	Buy	+734	New	+$13.9K	﹤0.01%	954

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Central Trust Company's INSI Position: Q4 2023 in Review

Central Trust Company sold out of Insight Select Income Fund (INSI) in Q4 2023, closing a stake of 517 shares — an estimated $7.77K sold.

Central Trust Company first reported a position in INSI in Q4 2016 and held it in 22 quarters. The position peaked at $16K in Q4 2021. 34 funds tracked by Wall St. Rank hold INSI as of Q4 2023.

Central Trust Company reported no remaining Insight Select Income Fund position as of Q4 2023 after selling out during the quarter.
Central Trust Company sold 517 Insight Select Income Fund shares in Q4 2023, an estimated $7.77K.
Central Trust Company first reported a position in Insight Select Income Fund in Q4 2016 and held it in 22 quarters.
Central Trust Company's Insight Select Income Fund position peaked at $16K in Q4 2021.
34 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2023.

Based on Central Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.