OIA
INSI

Optimum Investment Advisors’s Insight Select Income Fund INSI Stock Holding History

Optimum Investment 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
2018
Q3 		– Sell
-64
Closed -$1K – 1096
2018
Q2 		$1K Hold
64
– – ﹤0.01% 1044
2018
Q1 		$1K Buy
+64
New +$1.26K ﹤0.01% 1002

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

Optimum Investment Advisors's INSI Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Insight Select Income Fund (INSI) in Q3 2018, closing a stake of 64 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in INSI in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 40 funds tracked by Wall St. Rank hold INSI as of Q3 2018.

  • Optimum Investment Advisors reported no remaining Insight Select Income Fund position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 64 Insight Select Income Fund shares in Q3 2018, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Insight Select Income Fund in Q1 2018 and held it in 2 quarters.
  • Optimum Investment Advisors's Insight Select Income Fund position peaked at $1K in Q2 2018.
  • 40 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.