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

Next Financial Group’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
2017 Q3	–	Sell	-2,204	Closed	-$21K	–	2009
2017 Q2	$21K	Sell	2,204 -969	-31%	-$9.07K	0.01%	1068
2017 Q1	$30K	Buy	3,173 +65	+2%	+$587	0.01%	905
2016 Q4	$27K	Buy	3,108 +1,056	+51%	+$9.1K	﹤0.01%	1241
2016 Q3	$18K	Buy	+2,052	New	+$18.6K	﹤0.01%	1426
2014 Q4	–	Sell	-300	Closed	-$4K	–	2483
2014 Q3	$4K	Hold	300	–	–	﹤0.01%	2183
2014 Q2	$4K	Buy	+300	New	+$3.73K	﹤0.01%	995

Other funds holding INB

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Next Financial Group's INB Position: Q3 2017 in Review

Next Financial Group sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q3 2017, closing a stake of 2,204 shares — an estimated $21K sold.

Next Financial Group first reported a position in INB in Q2 2014 and held it in 6 quarters. The position peaked at $30K in Q1 2017. 35 funds tracked by Wall St. Rank hold INB as of Q3 2017.

Next Financial Group reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 2,204 Cohen & Steers Global Income Builder, Inc. shares in Q3 2017, an estimated $21K.
Next Financial Group first reported a position in Cohen & Steers Global Income Builder, Inc. in Q2 2014 and held it in 6 quarters.
Next Financial Group's Cohen & Steers Global Income Builder, Inc. position peaked at $30K in Q1 2017.
35 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.