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

Private Capital 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
2019 Q3	–	Sell	-2,006	Closed	-$19K	–	2536
2019 Q2	$19K	Buy	+2,006	New	+$17.2K	﹤0.01%	1121
2019 Q1	–	Sell	-1,184	Closed	-$9K	–	2351
2018 Q4	$9K	Sell	1,184 -822	-41%	-$6.83K	﹤0.01%	1453
2018 Q3	$18K	Hold	2,006	–	–	﹤0.01%	1203
2018 Q2	$19K	Hold	2,006	–	–	﹤0.01%	1151
2018 Q1	$18K	Buy	2,006 +1,006	+101%	+$9.72K	﹤0.01%	1129
2017 Q4	$12	Buy	+1,000	New	+$9.76K	﹤0.01%	1292

Other funds holding INB

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Capital Group's INB Position: Q3 2019 in Review

Private Capital Group sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q3 2019, closing a stake of 2,006 shares — an estimated $19K sold.

Private Capital Group first reported a position in INB in Q4 2017 and held it in 6 quarters. The position peaked at $19K in Q2 2019. 35 funds tracked by Wall St. Rank hold INB as of Q3 2019.

Private Capital Group reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q3 2019 after selling out during the quarter.
Private Capital Group sold 2,006 Cohen & Steers Global Income Builder, Inc. shares in Q3 2019, an estimated $19K.
Private Capital Group first reported a position in Cohen & Steers Global Income Builder, Inc. in Q4 2017 and held it in 6 quarters.
Private Capital Group's Cohen & Steers Global Income Builder, Inc. position peaked at $19K in Q2 2019.
35 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.