Ladenburg Thalmann Financial Services’s Insight Select Income Fund INSI Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$53K	Sell	2,668 -1,444	-35%	-$29.1K	﹤0.01%	3488
2019 Q3	$84K	Buy	4,112 +626	+18%	+$12.5K	﹤0.01%	3063
2019 Q2	$70K	Sell	3,486 -350	-9%	-$6.68K	﹤0.01%	3232
2019 Q1	$74K	Sell	3,836 -2,410	-39%	-$44.3K	﹤0.01%	3118
2018 Q4	$110K	Sell	6,246 -2,000	-24%	-$35.6K	﹤0.01%	2695
2018 Q3	$154K	Hold	8,246	–	–	﹤0.01%	2516
2018 Q2	$159K	Hold	8,246	–	–	﹤0.01%	2412
2018 Q1	$159K	Buy	8,246 +910	+12%	+$18K	﹤0.01%	2412
2017 Q4	$146K	Buy	7,336 +4,574	+166%	+$91.8K	﹤0.01%	2460
2017 Q3	$55K	Hold	2,762	–	–	﹤0.01%	3013
2017 Q2	$54K	Hold	2,762	–	–	﹤0.01%	2964
2017 Q1	$53K	Buy	2,762 +2,500	+954%	+$47.6K	﹤0.01%	2869
2016 Q4	$5K	Buy	+262	New	+$4.97K	﹤0.01%	4252

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INSI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Insight Select Income Fund (INSI) stake by 35% in Q4 2019, selling an estimated $29.1K and leaving 2,668 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

Ladenburg Thalmann Financial Services first reported a position in INSI in Q4 2016 and has held it in 13 quarters since. The position peaked at $159K in Q2 2018. 35 funds tracked by Wall St. Rank hold INSI as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,668 shares of Insight Select Income Fund worth $53K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,444 Insight Select Income Fund shares in Q4 2019, an estimated $29.1K.
Insight Select Income Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3488 holding.
Ladenburg Thalmann Financial Services first reported a position in Insight Select Income Fund in Q4 2016 and has held it in 13 quarters since.
Ladenburg Thalmann Financial Services's Insight Select Income Fund position peaked at $159K in Q2 2018.
35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.