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INB

Avantax Planning Partners’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-340
Closed -$3K – 1747
2018
Q1 		$3K Buy
+340
New +$3.29K ﹤0.01% 1563

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Avantax Planning Partners's INB Position: Q2 2018 in Review

Avantax Planning Partners sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q2 2018, closing a stake of 340 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in INB in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 35 funds tracked by Wall St. Rank hold INB as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 340 Cohen & Steers Global Income Builder, Inc. shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Cohen & Steers Global Income Builder, Inc. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cohen & Steers Global Income Builder, Inc. position peaked at $3K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.