GSC
INB

Ground Swell Capital’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Ground Swell Capital’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
2014
Q3 		$3K Sell
220
-60
-21% -$767 0.01% 1801
2014
Q2 		$4K Buy
+280
New +$3.48K 0.01% 1233

Other funds holding INB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Ground Swell Capital's INB Position: Q3 2014 in Review

Ground Swell Capital reduced its Cohen & Steers Global Income Builder, Inc. (INB) stake by 21% in Q3 2014, selling an estimated $767 and leaving 220 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1801.

Ground Swell Capital first reported a position in INB in Q2 2014 and has held it in 2 quarters since. The position peaked at $4K in Q2 2014. 28 funds tracked by Wall St. Rank hold INB as of Q3 2014.

  • Ground Swell Capital held 220 shares of Cohen & Steers Global Income Builder, Inc. worth $3K as of Q3 2014.
  • Ground Swell Capital sold 60 Cohen & Steers Global Income Builder, Inc. shares in Q3 2014, an estimated $767.
  • Cohen & Steers Global Income Builder, Inc. made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1801 holding.
  • Ground Swell Capital first reported a position in Cohen & Steers Global Income Builder, Inc. in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Cohen & Steers Global Income Builder, Inc. position peaked at $4K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.