Citigroup
INSI

Citigroup’s Insight Select Income Fund INSI Stock Holding History

Citigroup’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
Q4 		– Sell
-735
Closed -$15K – 6132
2021
Q3 		$15K Buy
+735
New +$15.9K ﹤0.01% 5362
2021
Q1 		– Sell
-2,827
Closed -$60K – 7599
2020
Q4 		$60K Buy
+2,827
New +$59.1K ﹤0.01% 5918
2019
Q4 		– Sell
-120
Closed -$2K – 7830
2019
Q3 		$2K Buy
+120
New +$2.4K ﹤0.01% 7561
2019
Q2 		– Sell
-2,106
Closed -$40K – 7881
2019
Q1 		$40K Sell
2,106
-328
-13% -$6.03K ﹤0.01% 6523
2018
Q4 		$43K Sell
2,434
-567
-19% -$10.1K ﹤0.01% 6361
2018
Q3 		$56K Buy
3,001
+895
+42% +$16.7K ﹤0.01% 6435
2018
Q2 		$40K Hold
2,106
– – ﹤0.01% 6463
2018
Q1 		$41K Hold
2,106
– – ﹤0.01% 6318
2017
Q4 		$42K Hold
2,106
– – ﹤0.01% 6301
2017
Q3 		$42K Sell
2,106
-20,168
-91% -$403K ﹤0.01% 6080
2017
Q2 		$440K Sell
22,274
-22,945
-51% -$448K ﹤0.01% 4105
2017
Q1 		$866K Buy
45,219
+20,911
+86% +$398K ﹤0.01% 3367
2016
Q4 		$466K Buy
+24,308
New +$461K ﹤0.01% 4445

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Citigroup's INSI Position: Q4 2021 in Review

Citigroup sold out of Insight Select Income Fund (INSI) in Q4 2021, closing a stake of 735 shares — an estimated $15K sold.

Citigroup first reported a position in INSI in Q4 2016 and held it in 13 quarters. The position peaked at $866K in Q1 2017. 33 funds tracked by Wall St. Rank hold INSI as of Q4 2021.

  • Citigroup reported no remaining Insight Select Income Fund position as of Q4 2021 after selling out during the quarter.
  • Citigroup sold 735 Insight Select Income Fund shares in Q4 2021, an estimated $15K.
  • Citigroup first reported a position in Insight Select Income Fund in Q4 2016 and held it in 13 quarters.
  • Citigroup's Insight Select Income Fund position peaked at $866K in Q1 2017.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2021.

Based on Citigroup's 13F filing for Q4 2021, filed 10 Feb 2022.