Cornerstone Advisors’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Cornerstone Advisors’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	$540K	Buy	+63,334	New	+$520K	0.04%	171
2018 Q4	–	Sell	-77,276	Closed	-$720K	–	261
2018 Q3	$720K	Buy	+77,276	New	+$736K	0.05%	200
2017 Q4	–	Sell	-40,680	Closed	-$395K	–	270
2017 Q3	$395K	Buy	+40,680	New	+$393K	0.05%	230
2017 Q1	–	Sell	-14,744	Closed	-$126K	–	274
2016 Q4	$126K	Sell	14,744 -9,953	-40%	-$85.8K	0.02%	232
2016 Q3	$220K	Sell	24,697 -133,345	-84%	-$1.21M	0.06%	190
2016 Q2	$1.38M	Sell	158,042 -76,077	-32%	-$668K	0.34%	80
2016 Q1	$2.06M	Buy	+234,119	New	+$2.02M	0.5%	61

Other funds holding INB

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cornerstone Advisors's INB Position: Q1 2019 in Review

Cornerstone Advisors opened a new position in Cohen & Steers Global Income Builder, Inc. (INB) in Q1 2019: 63,334 shares worth $540K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: Cornerstone Advisors previously reported a position in INB as recently as Q3 2018.

Cornerstone Advisors first reported a position in INB in Q1 2016 and has held it in 7 quarters since. The position peaked at $2.06M in Q1 2016. 36 funds tracked by Wall St. Rank hold INB as of Q1 2019.

Cornerstone Advisors held 63,334 shares of Cohen & Steers Global Income Builder, Inc. worth $540K as of Q1 2019.
Cohen & Steers Global Income Builder, Inc. was a new Cornerstone Advisors position in Q1 2019.
Cohen & Steers Global Income Builder, Inc. made up 0.04% of Cornerstone Advisors's portfolio in Q1 2019, its #171 holding.
Cornerstone Advisors first reported a position in Cohen & Steers Global Income Builder, Inc. in Q1 2016 and has held it in 7 quarters since.
Cornerstone Advisors's Cohen & Steers Global Income Builder, Inc. position peaked at $2.06M in Q1 2016.
36 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q1 2019.

Based on Cornerstone Advisors's 13F filing for Q1 2019, filed 9 May 2019.