NFG
INSI

Next Financial Group’s Insight Select Income Fund INSI Stock Holding History

Next Financial Group’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
-1,310
Closed -$26K – 1471
2017
Q3 		$26K Hold
1,310
– – 0.01% 898
2017
Q2 		$26K Hold
1,310
– – 0.01% 991
2017
Q1 		$25K Hold
1,310
– – 0.01% 968
2016
Q4 		$25K Buy
+1,310
New +$24.9K ﹤0.01% 1281

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

Next Financial Group's INSI Position: Q4 2017 in Review

Next Financial Group sold out of Insight Select Income Fund (INSI) in Q4 2017, closing a stake of 1,310 shares — an estimated $26K sold.

Next Financial Group first reported a position in INSI in Q4 2016 and held it in 4 quarters. The position peaked at $26K in Q3 2017. 35 funds tracked by Wall St. Rank hold INSI as of Q4 2017.

  • Next Financial Group reported no remaining Insight Select Income Fund position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,310 Insight Select Income Fund shares in Q4 2017, an estimated $26K.
  • Next Financial Group first reported a position in Insight Select Income Fund in Q4 2016 and held it in 4 quarters.
  • Next Financial Group's Insight Select Income Fund position peaked at $26K in Q3 2017.
  • 35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.