PAG
INSI

Private Advisor Group’s Insight Select Income Fund INSI Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-2,950
Closed -$58K – 3536
2020
Q2 		$58K Buy
+2,950
New +$56.7K ﹤0.01% 2018

Other funds holding INSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $1.39B AUM 18.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Private Advisor Group's INSI Position: Q3 2020 in Review

Private Advisor Group sold out of Insight Select Income Fund (INSI) in Q3 2020, closing a stake of 2,950 shares — an estimated $58K sold.

Private Advisor Group first reported a position in INSI in Q2 2020 and held it in 1 quarter. The position peaked at $58K in Q2 2020. 32 funds tracked by Wall St. Rank hold INSI as of Q3 2020.

  • Private Advisor Group reported no remaining Insight Select Income Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 2,950 Insight Select Income Fund shares in Q3 2020, an estimated $58K.
  • Private Advisor Group first reported a position in Insight Select Income Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Insight Select Income Fund position peaked at $58K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.