SEI Investments
INB

SEI Investments’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

SEI Investments’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
Q3 		– Sell
-10,000
Closed -$95K – 3730
2018
Q2 		$95K Hold
10,000
– – ﹤0.01% 2306
2018
Q1 		$91K Hold
10,000
– – ﹤0.01% 2166
2017
Q4 		$99K Buy
+10,000
New +$97.6K ﹤0.01% 2141

Other funds holding INB

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

SEI Investments's INB Position: Q3 2018 in Review

SEI Investments sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q3 2018, closing a stake of 10,000 shares — an estimated $95K sold.

SEI Investments first reported a position in INB in Q4 2017 and held it in 3 quarters. The position peaked at $99K in Q4 2017. 42 funds tracked by Wall St. Rank hold INB as of Q3 2018.

  • SEI Investments reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 10,000 Cohen & Steers Global Income Builder, Inc. shares in Q3 2018, an estimated $95K.
  • SEI Investments first reported a position in Cohen & Steers Global Income Builder, Inc. in Q4 2017 and held it in 3 quarters.
  • SEI Investments's Cohen & Steers Global Income Builder, Inc. position peaked at $99K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.