Winslow Evans & Crocker’s Insight Select Income Fund INSI Stock Holding History

Winslow Evans & Crocker’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 Q4	$21K	Buy	+1,000	New	+$20.9K	﹤0.01%	787

Other funds holding INSI

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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

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

Winslow Evans & Crocker's INSI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Insight Select Income Fund (INSI) in Q4 2020: 1,000 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings.

36 funds tracked by Wall St. Rank hold INSI as of Q4 2020.

Winslow Evans & Crocker held 1,000 shares of Insight Select Income Fund worth $21K as of Q4 2020.
Insight Select Income Fund was a new Winslow Evans & Crocker position in Q4 2020.
Insight Select Income Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #787 holding.
36 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.