FHA
INSI

First Horizon Advisors’s Insight Select Income Fund INSI Stock Holding History

First Horizon 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
2017
Q4 		– Sell
-3,000
Closed -$60K – 1491
2017
Q3 		$60K Hold
3,000
– – 0.01% 473
2017
Q2 		$59K Hold
3,000
– – 0.01% 459
2017
Q1 		$57K Buy
+3,000
New +$57.1K 0.01% 490

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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's INSI Position: Q4 2017 in Review

First Horizon Advisors sold out of Insight Select Income Fund (INSI) in Q4 2017, closing a stake of 3,000 shares — an estimated $60K sold.

First Horizon Advisors first reported a position in INSI in Q1 2017 and held it in 3 quarters. The position peaked at $60K in Q3 2017. 35 funds tracked by Wall St. Rank hold INSI as of Q4 2017.

  • First Horizon Advisors reported no remaining Insight Select Income Fund position as of Q4 2017 after selling out during the quarter.
  • First Horizon Advisors sold 3,000 Insight Select Income Fund shares in Q4 2017, an estimated $60K.
  • First Horizon Advisors first reported a position in Insight Select Income Fund in Q1 2017 and held it in 3 quarters.
  • First Horizon Advisors's Insight Select Income Fund position peaked at $60K in Q3 2017.
  • 35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2017.

Based on First Horizon Advisors's 13F filing for Q4 2017, filed 25 Jan 2018.