Northwestern Mutual Wealth Management’s Insight Select Income Fund INSI Stock Holding History

Northwestern Mutual Wealth Management’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
2021 Q3	–	Sell	-305	Closed	-$7K	–	3259
2021 Q2	$7K	Buy	+305	New	+$6.28K	﹤0.01%	2564
2020 Q4	–	Sell	-350	Closed	-$7K	–	2917
2020 Q3	$7K	Sell	350 -167	-32%	-$3.45K	﹤0.01%	2104
2020 Q2	$10K	Buy	517 +167	+48%	+$3.21K	﹤0.01%	1913
2020 Q1	$7K	Hold	350	–	–	﹤0.01%	2000
2019 Q4	$7K	Sell	350 -754	-68%	-$15.2K	﹤0.01%	2008
2019 Q3	$23K	Sell	1,104 -159	-13%	-$3.18K	﹤0.01%	1701
2019 Q2	$25K	Sell	1,263 -1,545	-55%	-$29.5K	﹤0.01%	1647
2019 Q1	$54K	Sell	2,808 -796	-22%	-$14.6K	﹤0.01%	1324
2018 Q4	$63K	Hold	3,604	–	–	﹤0.01%	1161
2018 Q3	$67K	Hold	3,604	–	–	﹤0.01%	1186
2018 Q2	$68K	Hold	3,604	–	–	﹤0.01%	1125
2018 Q1	$70K	Hold	3,604	–	–	﹤0.01%	1077
2017 Q4	$72K	Hold	3,604	–	–	﹤0.01%	1032
2017 Q3	$72K	Hold	3,604	–	–	﹤0.01%	990
2017 Q2	$71K	Buy	3,604 +754	+26%	+$14.7K	﹤0.01%	988
2017 Q1	$55K	Buy	+2,850	New	+$54.3K	﹤0.01%	998

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's INSI Position: Q3 2021 in Review

Northwestern Mutual Wealth Management sold out of Insight Select Income Fund (INSI) in Q3 2021, closing a stake of 305 shares — an estimated $7K sold.

Northwestern Mutual Wealth Management first reported a position in INSI in Q1 2017 and held it in 16 quarters. The position peaked at $72K in Q4 2017. 34 funds tracked by Wall St. Rank hold INSI as of Q3 2021.

Northwestern Mutual Wealth Management reported no remaining Insight Select Income Fund position as of Q3 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 305 Insight Select Income Fund shares in Q3 2021, an estimated $7K.
Northwestern Mutual Wealth Management first reported a position in Insight Select Income Fund in Q1 2017 and held it in 16 quarters.
Northwestern Mutual Wealth Management's Insight Select Income Fund position peaked at $72K in Q4 2017.
34 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.