Parkside Financial Bank & Trust’s Insight Select Income Fund INSI Stock Holding History

Parkside Financial Bank & Trust’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
2022 Q3	–	Sell	-32	Closed	-$1K	–	1983
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	1787
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	1802
2021 Q4	$1K	Hold	32	–	–	﹤0.01%	1779
2021 Q3	$1K	Hold	32	–	–	﹤0.01%	1728
2021 Q2	$1K	Hold	32	–	–	﹤0.01%	1690
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	1658
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	1572
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	1456
2020 Q2	$1K	Hold	32	–	–	﹤0.01%	1407
2020 Q1	$1K	Hold	32	–	–	﹤0.01%	1358
2019 Q4	$1K	Hold	32	–	–	﹤0.01%	1508
2019 Q3	$1K	Buy	+32	New	+$640	﹤0.01%	1483
2019 Q2	–	Hold	0	–	–	–	1497
2019 Q1	–	Hold	0	–	–	–	1457
2018 Q4	–	Hold	0	–	–	–	1357
2018 Q3	–	Hold	0	–	–	–	1409
2018 Q2	–	Hold	0	–	–	–	1406
2018 Q1	–	Hold	0	–	–	–	1322
2017 Q4	–	Hold	0	–	–	–	1252
2017 Q3	–	Hold	0	–	–	–	1258
2017 Q2	–	Hold	0	–	–	–	1291
2017 Q1	–	Hold	0	–	–	–	1243
2016 Q4	–	Hold	0	–	–	–	1247

Other funds holding INSI

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

RJFSA

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

Parkside Financial Bank & Trust's INSI Position: Q3 2022 in Review

Parkside Financial Bank & Trust sold out of Insight Select Income Fund (INSI) in Q3 2022, closing a stake of 32 shares — an estimated $1K sold.

Parkside Financial Bank & Trust first reported a position in INSI in Q3 2019 and held it in 12 quarters. The position peaked at $1K in Q2 2022. 30 funds tracked by Wall St. Rank hold INSI as of Q3 2022.

Parkside Financial Bank & Trust reported no remaining Insight Select Income Fund position as of Q3 2022 after selling out during the quarter.
Parkside Financial Bank & Trust sold 32 Insight Select Income Fund shares in Q3 2022, an estimated $1K.
Parkside Financial Bank & Trust first reported a position in Insight Select Income Fund in Q3 2019 and held it in 12 quarters.
Parkside Financial Bank & Trust's Insight Select Income Fund position peaked at $1K in Q2 2022.
30 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2022, filed 1 Nov 2022.