Northwestern Mutual Wealth Management’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Northwestern Mutual Wealth 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
2017 Q3	–	Sell	-601	Closed	-$6K	–	2333
2017 Q2	$6K	Hold	601	–	–	﹤0.01%	1743
2017 Q1	$6K	Buy	+601	New	+$5.43K	﹤0.01%	1692
2014 Q3	–	Sell	-2,200	Closed	-$28K	–	1496
2014 Q2	$28K	Buy	+2,200	New	+$27.4K	﹤0.01%	700
2013 Q4	–	Sell	-967	Closed	-$10K	–	1618
2013 Q3	$10K	Buy	+967	New	+$10.3K	﹤0.01%	887

Other funds holding INB

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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

Northwestern Mutual Wealth Management's INB Position: Q3 2017 in Review

Northwestern Mutual Wealth Management sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q3 2017, closing a stake of 601 shares — an estimated $6K sold.

Northwestern Mutual Wealth Management first reported a position in INB in Q3 2013 and held it in 4 quarters. The position peaked at $28K in Q2 2014. 35 funds tracked by Wall St. Rank hold INB as of Q3 2017.

Northwestern Mutual Wealth Management reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q3 2017 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 601 Cohen & Steers Global Income Builder, Inc. shares in Q3 2017, an estimated $6K.
Northwestern Mutual Wealth Management first reported a position in Cohen & Steers Global Income Builder, Inc. in Q3 2013 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Cohen & Steers Global Income Builder, Inc. position peaked at $28K in Q2 2014.
35 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q3 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2017, filed 7 Nov 2017.