LPL Financial’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

LPL Financial’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	-10,611	Closed	-$99K	–	3321
2018 Q3	$99K	Sell	10,611 -680	-6%	-$6.48K	﹤0.01%	3129
2018 Q2	$107K	Buy	+11,291	New	+$106K	﹤0.01%	3100
2017 Q2	–	Sell	-65,802	Closed	-$599K	–	3041
2017 Q1	$599K	Buy	65,802 +6,744	+11%	+$60.9K	﹤0.01%	1646
2016 Q4	$508K	Sell	59,058 -1,354	-2%	-$11.7K	﹤0.01%	1740
2016 Q3	$535K	Sell	60,412 -132	-0.2%	-$1.19K	0.01%	1653
2016 Q2	$531K	Sell	60,544 -56,216	-48%	-$494K	﹤0.01%	1619
2016 Q1	$1M	Sell	116,760 -12,339	-10%	-$106K	﹤0.01%	1674
2015 Q4	$1.23M	Buy	129,099 +71,628	+125%	+$712K	﹤0.01%	1517
2015 Q3	$573K	Sell	57,471 -11,850	-17%	-$125K	﹤0.01%	1680
2015 Q2	$785K	Sell	69,321 -25,336	-27%	-$299K	﹤0.01%	1543
2015 Q1	$1.13M	Buy	94,657 +4,443	+5%	+$52.4K	0.01%	1269
2014 Q4	$1.06M	Buy	90,214 +24,007	+36%	+$289K	0.01%	1260
2014 Q3	$806K	Sell	66,207 -3,431	-5%	-$43.9K	﹤0.01%	1426
2014 Q2	$884K	Buy	69,638 +4,604	+7%	+$57.2K	0.01%	1424
2014 Q1	$772K	Buy	65,034 +1,291	+2%	+$14.8K	﹤0.01%	1431
2013 Q4	$723K	Sell	63,743 -1,149	-2%	-$12.7K	﹤0.01%	1473
2013 Q3	$685K	Sell	64,892 -2,978	-4%	-$31.9K	﹤0.01%	1429
2013 Q2	$730K	Buy	+67,870	New	+$767K	0.01%	1310

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

LPL Financial's INB Position: Q4 2018 in Review

LPL Financial sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q4 2018, closing a stake of 10,611 shares — an estimated $99K sold.

LPL Financial first reported a position in INB in Q2 2013 and held it in 18 quarters. The position peaked at $1.23M in Q4 2015. 40 funds tracked by Wall St. Rank hold INB as of Q4 2018.

LPL Financial reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q4 2018 after selling out during the quarter.
LPL Financial sold 10,611 Cohen & Steers Global Income Builder, Inc. shares in Q4 2018, an estimated $99K.
LPL Financial first reported a position in Cohen & Steers Global Income Builder, Inc. in Q2 2013 and held it in 18 quarters.
LPL Financial's Cohen & Steers Global Income Builder, Inc. position peaked at $1.23M in Q4 2015.
40 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.