Carson Wealth (CWM LLC)
INB

Carson Wealth (CWM LLC)’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-225,291
Closed -$1.68M – 3446
2018
Q4 		$1.68M Buy
225,291
+225,041
+90,016% +$1.87M 0.04% 307
2018
Q3 		$2K Buy
+250
New +$2.38K ﹤0.01% 1591

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INB Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q1 2019, closing a stake of 225,291 shares — an estimated $1.68M sold.

Carson Wealth (CWM LLC) first reported a position in INB in Q3 2018 and held it in 2 quarters. The position peaked at $1.68M in Q4 2018. 36 funds tracked by Wall St. Rank hold INB as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 225,291 Cohen & Steers Global Income Builder, Inc. shares in Q1 2019, an estimated $1.68M.
  • Carson Wealth (CWM LLC) first reported a position in Cohen & Steers Global Income Builder, Inc. in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Cohen & Steers Global Income Builder, Inc. position peaked at $1.68M in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.