Creative Planning
INSI

Creative Planning’s Insight Select Income Fund INSI Stock Holding History

Creative Planning’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
Q3 		– Sell
-322
Closed -$6K – 3824
2017
Q2 		$6K Hold
322
– – ﹤0.01% 3930
2017
Q1 		$6K Hold
322
– – ﹤0.01% 3897
2016
Q4 		$6K Buy
+322
New +$6.11K ﹤0.01% 3881

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
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's INSI Position: Q3 2017 in Review

Creative Planning sold out of Insight Select Income Fund (INSI) in Q3 2017, closing a stake of 322 shares — an estimated $6K sold.

Creative Planning first reported a position in INSI in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 33 funds tracked by Wall St. Rank hold INSI as of Q3 2017.

  • Creative Planning reported no remaining Insight Select Income Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 322 Insight Select Income Fund shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Insight Select Income Fund in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Insight Select Income Fund position peaked at $6K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.