Stifel Financial
INSI

Stifel Financial’s Insight Select Income Fund INSI Stock Holding History

Stifel Financial’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
2018
Q3 		– Sell
-10,658
Closed -$202K – 2836
2018
Q2 		$202K Sell
10,658
-2,895
-21% -$54K ﹤0.01% 2545
2018
Q1 		$262K Sell
13,553
-200
-1% -$3.95K ﹤0.01% 2323
2017
Q4 		$275K Buy
13,753
+889
+7% +$17.8K ﹤0.01% 2251
2017
Q3 		$260K Buy
12,864
+2,143
+20% +$42.8K ﹤0.01% 2233
2017
Q2 		$213K Hold
10,721
– – ﹤0.01% 2315
2017
Q1 		$203K Buy
10,721
+696
+7% +$13.3K ﹤0.01% 2319
2016
Q4 		$190K Buy
+10,025
New +$190K ﹤0.01% 2268

Other funds holding INSI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Stifel Financial's INSI Position: Q3 2018 in Review

Stifel Financial sold out of Insight Select Income Fund (INSI) in Q3 2018, closing a stake of 10,658 shares — an estimated $202K sold.

Stifel Financial first reported a position in INSI in Q4 2016 and held it in 7 quarters. The position peaked at $275K in Q4 2017. 40 funds tracked by Wall St. Rank hold INSI as of Q3 2018.

  • Stifel Financial reported no remaining Insight Select Income Fund position as of Q3 2018 after selling out during the quarter.
  • Stifel Financial sold 10,658 Insight Select Income Fund shares in Q3 2018, an estimated $202K.
  • Stifel Financial first reported a position in Insight Select Income Fund in Q4 2016 and held it in 7 quarters.
  • Stifel Financial's Insight Select Income Fund position peaked at $275K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2018.

Based on Stifel Financial's 13F filing for Q3 2018, filed 13 Nov 2018.