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

Girard 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 Q4	–	Sell	-9,316	Closed	-$86K	–	933
2018 Q3	$86K	Sell	9,316 -2,095	-18%	-$20K	0.02%	362
2018 Q2	$108K	Hold	11,411	–	–	0.02%	261
2018 Q1	$104K	Hold	11,411	–	–	0.02%	242
2017 Q4	$113K	Hold	11,411	–	–	0.02%	279
2017 Q3	$111K	Sell	11,411 -25,900	-69%	-$250K	0.02%	256
2017 Q2	$355K	Buy	+37,311	New	+$349K	0.08%	187

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Girard Partners's INB Position: Q4 2018 in Review

Girard Partners sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q4 2018, closing a stake of 9,316 shares — an estimated $86K sold.

Girard Partners first reported a position in INB in Q2 2017 and held it in 6 quarters. The position peaked at $355K in Q2 2017. 40 funds tracked by Wall St. Rank hold INB as of Q4 2018.

Girard Partners reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 9,316 Cohen & Steers Global Income Builder, Inc. shares in Q4 2018, an estimated $86K.
Girard Partners first reported a position in Cohen & Steers Global Income Builder, Inc. in Q2 2017 and held it in 6 quarters.
Girard Partners's Cohen & Steers Global Income Builder, Inc. position peaked at $355K in Q2 2017.
40 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.