CB
INSI

Community Bank’s Insight Select Income Fund INSI Stock Holding History

Community Bank’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
-240
Closed -$5K – 511
2020
Q4 		$5K Buy
+240
New +$5.02K ﹤0.01% 432

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

Community Bank's INSI Position: Q1 2021 in Review

Community Bank sold out of Insight Select Income Fund (INSI) in Q1 2021, closing a stake of 240 shares — an estimated $5K sold.

Community Bank first reported a position in INSI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 33 funds tracked by Wall St. Rank hold INSI as of Q1 2021.

  • Community Bank reported no remaining Insight Select Income Fund position as of Q1 2021 after selling out during the quarter.
  • Community Bank sold 240 Insight Select Income Fund shares in Q1 2021, an estimated $5K.
  • Community Bank first reported a position in Insight Select Income Fund in Q4 2020 and held it in 1 quarter.
  • Community Bank's Insight Select Income Fund position peaked at $5K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2021.

Based on Community Bank's 13F filing for Q1 2021, filed 4 May 2021.