DADC
INSI

D.A. Davidson & Co’s Insight Select Income Fund INSI Stock Holding History

D.A. Davidson & Co’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
-1,900
Closed -$37K – 2037
2017
Q2 		$37K Hold
1,900
– – ﹤0.01% 1634
2017
Q1 		$36K Hold
1,900
– – ﹤0.01% 1643
2016
Q4 		$36K Buy
+1,900
New +$36K ﹤0.01% 1730

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

D.A. Davidson & Co's INSI Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Insight Select Income Fund (INSI) in Q3 2017, closing a stake of 1,900 shares — an estimated $37K sold.

D.A. Davidson & Co first reported a position in INSI in Q4 2016 and held it in 3 quarters. The position peaked at $37K in Q2 2017. 33 funds tracked by Wall St. Rank hold INSI as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Insight Select Income Fund position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,900 Insight Select Income Fund shares in Q3 2017, an estimated $37K.
  • D.A. Davidson & Co first reported a position in Insight Select Income Fund in Q4 2016 and held it in 3 quarters.
  • D.A. Davidson & Co's Insight Select Income Fund position peaked at $37K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.