RFA
INSI

Reilly Financial Advisors’s Insight Select Income Fund INSI Stock Holding History

Reilly Financial Advisors’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
2017
Q2 		– Sell
-305
Closed -$6K – 978
2017
Q1 		$6K Hold
305
– – ﹤0.01% 714
2016
Q4 		$6K Buy
+305
New +$5.79K ﹤0.01% 648

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Reilly Financial Advisors's INSI Position: Q2 2017 in Review

Reilly Financial Advisors sold out of Insight Select Income Fund (INSI) in Q2 2017, closing a stake of 305 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in INSI in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 40 funds tracked by Wall St. Rank hold INSI as of Q2 2017.

  • Reilly Financial Advisors reported no remaining Insight Select Income Fund position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 305 Insight Select Income Fund shares in Q2 2017, an estimated $6K.
  • Reilly Financial Advisors first reported a position in Insight Select Income Fund in Q4 2016 and held it in 2 quarters.
  • Reilly Financial Advisors's Insight Select Income Fund position peaked at $6K in Q1 2017.
  • 40 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.