PCG
INSI

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

Private Capital 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
2019
Q3 		– Sell
-555
Closed -$11K – 2477
2019
Q2 		$11K Buy
+555
New +$10.6K ﹤0.01% 1367
2019
Q1 		– Sell
-555
Closed -$10K – 2331
2018
Q4 		$10K Hold
555
– – ﹤0.01% 1405
2018
Q3 		$10K Hold
555
– – ﹤0.01% 1470
2018
Q2 		$10K Hold
555
– – ﹤0.01% 1439
2018
Q1 		$11K Buy
555
+539
+3,369% +$10.6K ﹤0.01% 1343
2017
Q4 		$11 Buy
+16
New +$321 ﹤0.01% 1333

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
GC
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Private Capital Group's INSI Position: Q3 2019 in Review

Private Capital Group sold out of Insight Select Income Fund (INSI) in Q3 2019, closing a stake of 555 shares — an estimated $11K sold.

Private Capital Group first reported a position in INSI in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q2 2019. 35 funds tracked by Wall St. Rank hold INSI as of Q3 2019.

  • Private Capital Group reported no remaining Insight Select Income Fund position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 555 Insight Select Income Fund shares in Q3 2019, an estimated $11K.
  • Private Capital Group first reported a position in Insight Select Income Fund in Q4 2017 and held it in 6 quarters.
  • Private Capital Group's Insight Select Income Fund position peaked at $11K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.