Point View Wealth Management’s Insight Select Income Fund INSI Stock Holding History

Point View 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
2019 Q3	–	Sell	-10,191	Closed	-$205K	–	279
2019 Q2	$205K	Hold	10,191	–	–	0.09%	243
2019 Q1	$196K	Hold	10,191	–	–	0.09%	243
2018 Q4	$178K	Hold	10,191	–	–	0.09%	229
2018 Q3	$190K	Hold	10,191	–	–	0.08%	244
2018 Q2	$193K	Sell	10,191 -578	-5%	-$10.8K	0.09%	236
2018 Q1	$209K	Buy	+10,769	New	+$212K	0.1%	228
2017 Q4	–	Sell	-10,869	Closed	-$219K	–	269
2017 Q3	$219K	Hold	10,869	–	–	0.11%	222
2017 Q2	$215K	Hold	10,869	–	–	0.11%	221
2017 Q1	$208K	Buy	10,869 +408	+4%	+$7.77K	0.11%	222
2016 Q4	$200K	Buy	+10,461	New	+$198K	0.12%	217

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Point View Wealth Management's INSI Position: Q3 2019 in Review

Point View Wealth Management sold out of Insight Select Income Fund (INSI) in Q3 2019, closing a stake of 10,191 shares — an estimated $205K sold.

Point View Wealth Management first reported a position in INSI in Q4 2016 and held it in 10 quarters. The position peaked at $219K in Q3 2017. 35 funds tracked by Wall St. Rank hold INSI as of Q3 2019.

Point View Wealth Management reported no remaining Insight Select Income Fund position as of Q3 2019 after selling out during the quarter.
Point View Wealth Management sold 10,191 Insight Select Income Fund shares in Q3 2019, an estimated $205K.
Point View Wealth Management first reported a position in Insight Select Income Fund in Q4 2016 and held it in 10 quarters.
Point View Wealth Management's Insight Select Income Fund position peaked at $219K in Q3 2017.
35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2019.

Based on Point View Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.