AIA
INB

Avalon Investment & Advisory’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Avalon Investment & Advisory’s Portfolio INB Stock Details INB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-50,435
Closed -$490K – 382
2017
Q3 		$490K Hold
50,435
– – 0.02% 316
2017
Q2 		$480K Buy
+50,435
New +$472K 0.02% 323

Other funds holding INB

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avalon Investment & Advisory's INB Position: Q4 2017 in Review

Avalon Investment & Advisory sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q4 2017, closing a stake of 50,435 shares — an estimated $490K sold.

Avalon Investment & Advisory first reported a position in INB in Q2 2017 and held it in 2 quarters. The position peaked at $490K in Q3 2017. 39 funds tracked by Wall St. Rank hold INB as of Q4 2017.

  • Avalon Investment & Advisory reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q4 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 50,435 Cohen & Steers Global Income Builder, Inc. shares in Q4 2017, an estimated $490K.
  • Avalon Investment & Advisory first reported a position in Cohen & Steers Global Income Builder, Inc. in Q2 2017 and held it in 2 quarters.
  • Avalon Investment & Advisory's Cohen & Steers Global Income Builder, Inc. position peaked at $490K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q4 2017.

Based on Avalon Investment & Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.