Simplicity Solutions’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-22,757	Closed	-$194K	–	920
2019 Q1	$194K	Buy	+22,757	New	+$187K	0.01%	701
2018 Q4	–	Sell	-94,214	Closed	-$878K	–	816
2018 Q3	$878K	Buy	94,214 +2,361	+3%	+$22.5K	0.05%	181
2018 Q2	$873K	Sell	91,853 -5,728	-6%	-$53.9K	0.06%	166
2018 Q1	$892K	Sell	97,581 -55,642	-36%	-$538K	0.08%	146
2017 Q4	$1.51M	Buy	153,223 +28,425	+23%	+$277K	0.15%	93
2017 Q3	$1.21M	Buy	124,798 +50,498	+68%	+$488K	0.82%	22
2017 Q2	$707K	Buy	74,300 +16,325	+28%	+$153K	0.08%	204
2017 Q1	$531K	Buy	57,975 +11,541	+25%	+$104K	0.08%	220
2016 Q4	$396K	Buy	46,434 +34,290	+282%	+$295K	0.09%	220
2016 Q3	$108K	Buy	+12,144	New	+$110K	0.05%	247
2016 Q2	–	Sell	-38,855	Closed	-$341K	–	231
2016 Q1	$341K	Sell	38,855 -22,019	-36%	-$190K	0.21%	140
2015 Q4	$576K	Sell	60,874 -2,460	-4%	-$24.4K	0.07%	412
2015 Q3	$602K	Buy	63,334 +31,707	+100%	+$335K	0.65%	33
2015 Q2	$360K	Buy	+31,627	New	+$373K	0.34%	71

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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

Simplicity Solutions's INB Position: Q2 2019 in Review

Simplicity Solutions sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q2 2019, closing a stake of 22,757 shares — an estimated $194K sold.

Simplicity Solutions first reported a position in INB in Q2 2015 and held it in 14 quarters. The position peaked at $1.51M in Q4 2017. 37 funds tracked by Wall St. Rank hold INB as of Q2 2019.

Simplicity Solutions reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 22,757 Cohen & Steers Global Income Builder, Inc. shares in Q2 2019, an estimated $194K.
Simplicity Solutions first reported a position in Cohen & Steers Global Income Builder, Inc. in Q2 2015 and held it in 14 quarters.
Simplicity Solutions's Cohen & Steers Global Income Builder, Inc. position peaked at $1.51M in Q4 2017.
37 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.