SI
INSI

SII Investments’s Insight Select Income Fund INSI Stock Holding History

SII Investments’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
Q4 		– Sell
-36,680
Closed -$738K – 608
2017
Q3 		$738K Sell
36,680
-800
-2% -$16K 0.04% 269
2017
Q2 		$746K Sell
37,480
-800
-2% -$15.6K 0.05% 254
2017
Q1 		$728K Hold
38,280
– – 0.05% 249
2016
Q4 		$728K Buy
+38,280
New +$726K 0.05% 239

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SII Investments's INSI Position: Q4 2017 in Review

SII Investments sold out of Insight Select Income Fund (INSI) in Q4 2017, closing a stake of 36,680 shares — an estimated $738K sold.

SII Investments first reported a position in INSI in Q4 2016 and held it in 4 quarters. The position peaked at $746K in Q2 2017. 35 funds tracked by Wall St. Rank hold INSI as of Q4 2017.

  • SII Investments reported no remaining Insight Select Income Fund position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 36,680 Insight Select Income Fund shares in Q4 2017, an estimated $738K.
  • SII Investments first reported a position in Insight Select Income Fund in Q4 2016 and held it in 4 quarters.
  • SII Investments's Insight Select Income Fund position peaked at $746K in Q2 2017.
  • 35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.