Taylor Hoffman Wealth Management’s Insight Select Income Fund INSI Stock Holding History

Taylor Hoffman Wealth Management’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	-285	Closed	-$6K	–	383
2020 Q2	$6K	Buy	+285	New	+$5.48K	﹤0.01%	325
2020 Q1	–	Sell	-285	Closed	-$6K	–	404
2019 Q4	$6K	Hold	285	–	–	﹤0.01%	349
2019 Q3	$6K	Hold	285	–	–	﹤0.01%	343
2019 Q2	$6K	Hold	285	–	–	﹤0.01%	328
2019 Q1	$5K	Hold	285	–	–	﹤0.01%	337
2018 Q4	$5K	Hold	285	–	–	﹤0.01%	328
2018 Q3	$5K	Hold	285	–	–	﹤0.01%	332
2018 Q2	$5K	Hold	285	–	–	﹤0.01%	315
2018 Q1	$6K	Hold	285	–	–	0.01%	318
2017 Q4	$6K	Buy	+285	New	+$5.72K	0.01%	328

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 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

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

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

Taylor Hoffman Wealth Management's INSI Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Insight Select Income Fund (INSI) in Q3 2020, closing a stake of 285 shares — an estimated $6K sold.

Taylor Hoffman Wealth Management first reported a position in INSI in Q4 2017 and held it in 10 quarters. The position peaked at $6K in Q2 2020. 32 funds tracked by Wall St. Rank hold INSI as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Insight Select Income Fund position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 285 Insight Select Income Fund shares in Q3 2020, an estimated $6K.
Taylor Hoffman Wealth Management first reported a position in Insight Select Income Fund in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Insight Select Income Fund position peaked at $6K in Q2 2020.
32 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.