DAS
INSI

Dynamic Advisor Solutions’s Insight Select Income Fund INSI Stock Holding History

Dynamic Advisor Solutions’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
2019
Q2 		– Sell
-10,369
Closed -$199K – 557
2019
Q1 		$199K Sell
10,369
-738
-7% -$13.6K 0.04% 383
2018
Q4 		$199K Sell
11,107
-391
-3% -$6.96K 0.04% 353
2018
Q3 		$214K Sell
11,498
-670
-6% -$12.5K 0.04% 360
2018
Q2 		$231K Sell
12,168
-1,040
-8% -$19.4K 0.05% 348
2018
Q1 		$256K Buy
13,208
+418
+3% +$8.25K 0.07% 286
2017
Q4 		$255K Buy
+12,790
New +$257K 0.08% 214

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
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
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Dynamic Advisor Solutions's INSI Position: Q2 2019 in Review

Dynamic Advisor Solutions sold out of Insight Select Income Fund (INSI) in Q2 2019, closing a stake of 10,369 shares — an estimated $199K sold.

Dynamic Advisor Solutions first reported a position in INSI in Q4 2017 and held it in 6 quarters. The position peaked at $256K in Q1 2018. 32 funds tracked by Wall St. Rank hold INSI as of Q2 2019.

  • Dynamic Advisor Solutions reported no remaining Insight Select Income Fund position as of Q2 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,369 Insight Select Income Fund shares in Q2 2019, an estimated $199K.
  • Dynamic Advisor Solutions first reported a position in Insight Select Income Fund in Q4 2017 and held it in 6 quarters.
  • Dynamic Advisor Solutions's Insight Select Income Fund position peaked at $256K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q2 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2019, filed 13 Aug 2019.