DA
INSI

Doliver Advisors’s Insight Select Income Fund INSI Stock Holding History

Doliver Advisors’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
2018
Q3 		– Sell
-22,448
Closed -$425K – 309
2018
Q2 		$425K Buy
+22,448
New +$418K 0.18% 80
2017
Q3 		– Sell
-14,717
Closed -$291K – 304
2017
Q2 		$291K Sell
14,717
-4,040
-22% -$78.9K 0.14% 152
2017
Q1 		$359K Buy
+18,757
New +$357K 0.28% 119

Other funds holding INSI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Doliver Advisors's INSI Position: Q3 2018 in Review

Doliver Advisors sold out of Insight Select Income Fund (INSI) in Q3 2018, closing a stake of 22,448 shares — an estimated $425K sold.

Doliver Advisors first reported a position in INSI in Q1 2017 and held it in 3 quarters. The position peaked at $425K in Q2 2018. 40 funds tracked by Wall St. Rank hold INSI as of Q3 2018.

  • Doliver Advisors reported no remaining Insight Select Income Fund position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 22,448 Insight Select Income Fund shares in Q3 2018, an estimated $425K.
  • Doliver Advisors first reported a position in Insight Select Income Fund in Q1 2017 and held it in 3 quarters.
  • Doliver Advisors's Insight Select Income Fund position peaked at $425K in Q2 2018.
  • 40 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.