KA
INB

Klingman & Associates’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Klingman & Associates’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
-31,300
Closed -$280K – 124
2019
Q2 		$280K Hold
31,300
– – 0.05% 101
2019
Q1 		$267K Sell
31,300
-500
-2% -$4.1K 0.05% 106
2018
Q4 		$237K Sell
31,800
-3,850
-11% -$32K 0.05% 95
2018
Q3 		$332K Sell
35,650
-1,195
-3% -$11.4K 0.07% 84
2018
Q2 		$350K Hold
36,845
– – 0.08% 78
2018
Q1 		$337K Sell
36,845
-900
-2% -$8.7K 0.08% 79
2017
Q4 		$373K Sell
37,745
-3,350
-8% -$32.7K 0.08% 86
2017
Q3 		$399K Sell
41,095
-4,500
-10% -$43.5K 0.1% 67
2017
Q2 		$434K Sell
45,595
-2,000
-4% -$18.7K 0.12% 63
2017
Q1 		$436K Sell
47,595
-500
-1% -$4.52K 0.12% 64
2016
Q4 		$410K Sell
48,095
-1,000
-2% -$8.62K 0.12% 60
2016
Q3 		$436K Buy
49,095
+1,000
+2% +$9.04K 0.13% 61
2016
Q2 		$419K Hold
48,095
– – 0.14% 60
2016
Q1 		$422K Hold
48,095
– – 0.15% 62
2015
Q4 		$455K Buy
+48,095
New +$478K 0.17% 65
2015
Q3 		– Sell
-48,095
Closed -$508K – 65
2015
Q2 		$547K Hold
48,095
– – 0.22% 51
2015
Q1 		$576K Hold
48,095
– – 0.24% 50
2014
Q4 		$564K Buy
+48,095
New +$580K 0.23% 50

Other funds holding INB

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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 24.86% 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

Klingman & Associates's INB Position: Q3 2019 in Review

Klingman & Associates sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q3 2019, closing a stake of 31,300 shares — an estimated $280K sold.

Klingman & Associates first reported a position in INB in Q4 2014 and held it in 18 quarters. The position peaked at $576K in Q1 2015. 35 funds tracked by Wall St. Rank hold INB as of Q3 2019.

  • Klingman & Associates reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q3 2019 after selling out during the quarter.
  • Klingman & Associates sold 31,300 Cohen & Steers Global Income Builder, Inc. shares in Q3 2019, an estimated $280K.
  • Klingman & Associates first reported a position in Cohen & Steers Global Income Builder, Inc. in Q4 2014 and held it in 18 quarters.
  • Klingman & Associates's Cohen & Steers Global Income Builder, Inc. position peaked at $576K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q3 2019.

Based on Klingman & Associates's 13F filing for Q3 2019, filed 22 Oct 2019.