BAM
INB

Belpointe Asset Management’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Belpointe Asset Management’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
Q1 		– Sell
-15,135
Closed -$150K – 506
2017
Q4 		$150K Buy
15,135
+4,560
+43% +$44.5K 0.03% 430
2017
Q3 		$103K Buy
+10,575
New +$102K 0.02% 419

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Belpointe Asset Management's INB Position: Q1 2018 in Review

Belpointe Asset Management sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q1 2018, closing a stake of 15,135 shares — an estimated $150K sold.

Belpointe Asset Management first reported a position in INB in Q3 2017 and held it in 2 quarters. The position peaked at $150K in Q4 2017. 40 funds tracked by Wall St. Rank hold INB as of Q1 2018.

  • Belpointe Asset Management reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q1 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 15,135 Cohen & Steers Global Income Builder, Inc. shares in Q1 2018, an estimated $150K.
  • Belpointe Asset Management first reported a position in Cohen & Steers Global Income Builder, Inc. in Q3 2017 and held it in 2 quarters.
  • Belpointe Asset Management's Cohen & Steers Global Income Builder, Inc. position peaked at $150K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q1 2018.

Based on Belpointe Asset Management's 13F filing for Q1 2018, filed 6 Aug 2018.