PFGIA
INSI

Patriot Financial Group Insurance Agency’s Insight Select Income Fund INSI Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q1 		– Sell
-150
Closed -$3K – 1776
2019
Q4 		$3K Sell
150
-50
-25% -$1.01K ﹤0.01% 1077
2019
Q3 		$4K Hold
200
– – ﹤0.01% 1002
2019
Q2 		$4K Sell
200
-220
-52% -$4.2K ﹤0.01% 1012
2019
Q1 		$8K Hold
420
– – ﹤0.01% 761
2018
Q4 		$7K Hold
420
– – ﹤0.01% 686
2018
Q3 		$8K Buy
+420
New +$7.83K ﹤0.01% 677
2018
Q2 		– Sell
-416
Closed -$8K – 933
2018
Q1 		$8K Buy
416
+9
+2% +$178 0.01% 645
2017
Q4 		$8K Buy
407
+4
+1% +$80 0.01% 636
2017
Q3 		$8K Buy
403
+3
+0.8% +$60 0.01% 615
2017
Q2 		$8K Buy
400
+4
+1% +$78 0.01% 591
2017
Q1 		$8K Hold
396
– – 0.01% 539
2016
Q4 		$8K Buy
+396
New +$7.51K 0.01% 507

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 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

Patriot Financial Group Insurance Agency's INSI Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Insight Select Income Fund (INSI) in Q1 2020, closing a stake of 150 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in INSI in Q4 2016 and held it in 12 quarters. The position peaked at $8K in Q1 2019. 32 funds tracked by Wall St. Rank hold INSI as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Insight Select Income Fund position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 150 Insight Select Income Fund shares in Q1 2020, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Insight Select Income Fund in Q4 2016 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's Insight Select Income Fund position peaked at $8K in Q1 2019.
  • 32 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.