KIM
INB

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

Karpus Investment 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
2019
Q3 		– Sell
-69,235
Closed -$618K – 209
2019
Q2 		$618K Sell
69,235
-1,025
-1% -$8.77K 0.02% 154
2019
Q1 		$597K Sell
70,260
-625
-0.9% -$5.13K 0.02% 166
2018
Q4 		$528K Buy
+70,885
New +$589K 0.02% 167
2018
Q3 		– Sell
-78,506
Closed -$762K – 210
2018
Q2 		$762K Sell
78,506
-49,980
-39% -$471K 0.03% 129
2018
Q1 		$1.17M Sell
128,486
-12,655
-9% -$122K 0.05% 112
2017
Q4 		$1.39M Buy
+141,141
New +$1.38M 0.06% 101
2017
Q3 		– Sell
-280,866
Closed -$2.67M – 145
2017
Q2 		$2.67M Sell
280,866
-4,470
-2% -$41.9K 0.14% 82
2017
Q1 		$2.61M Sell
285,336
-32,331
-10% -$292K 0.14% 91
2016
Q4 		$2.71M Buy
317,667
+243,850
+330% +$2.1M 0.16% 100
2016
Q3 		$656K Sell
73,817
-3,302
-4% -$29.9K 0.03% 130
2016
Q2 		$672K Buy
77,119
+11,993
+18% +$105K 0.03% 136
2016
Q1 		$572K Buy
+65,126
New +$561K 0.03% 155
2014
Q1 		– Sell
-97,859
Closed -$1.11M – 210
2013
Q4 		$1.11M Buy
+97,859
New +$1.08M 0.06% 136

Other funds holding INB

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karpus Investment Management's INB Position: Q3 2019 in Review

Karpus Investment Management sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q3 2019, closing a stake of 69,235 shares — an estimated $618K sold.

Karpus Investment Management first reported a position in INB in Q4 2013 and held it in 13 quarters. The position peaked at $2.71M in Q4 2016. 35 funds tracked by Wall St. Rank hold INB as of Q3 2019.

  • Karpus Investment Management reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q3 2019 after selling out during the quarter.
  • Karpus Investment Management sold 69,235 Cohen & Steers Global Income Builder, Inc. shares in Q3 2019, an estimated $618K.
  • Karpus Investment Management first reported a position in Cohen & Steers Global Income Builder, Inc. in Q4 2013 and held it in 13 quarters.
  • Karpus Investment Management's Cohen & Steers Global Income Builder, Inc. position peaked at $2.71M in Q4 2016.
  • 35 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q3 2019.

Based on Karpus Investment Management's 13F filing for Q3 2019, filed 16 Oct 2019.