PHS
INSI

Pekin Hardy Strauss’s Insight Select Income Fund INSI Stock Holding History

Pekin Hardy Strauss’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
Q4 		– Sell
-34,233
Closed -$526K – 344
2022
Q3 		$526K Buy
+34,233
New +$551K 0.08% 185

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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Pekin Hardy Strauss's INSI Position: Q4 2022 in Review

Pekin Hardy Strauss sold out of Insight Select Income Fund (INSI) in Q4 2022, closing a stake of 34,233 shares — an estimated $526K sold.

Pekin Hardy Strauss first reported a position in INSI in Q3 2022 and held it in 1 quarter. The position peaked at $526K in Q3 2022. 31 funds tracked by Wall St. Rank hold INSI as of Q4 2022.

  • Pekin Hardy Strauss reported no remaining Insight Select Income Fund position as of Q4 2022 after selling out during the quarter.
  • Pekin Hardy Strauss sold 34,233 Insight Select Income Fund shares in Q4 2022, an estimated $526K.
  • Pekin Hardy Strauss first reported a position in Insight Select Income Fund in Q3 2022 and held it in 1 quarter.
  • Pekin Hardy Strauss's Insight Select Income Fund position peaked at $526K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2022.

Based on Pekin Hardy Strauss's 13F filing for Q4 2022, filed 13 Feb 2023.