SWP
INB

Stratos Wealth Partners’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-3,725
Closed -$35K – 2887
2018
Q3 		$35K Buy
+3,725
New +$35.5K ﹤0.01% 1628
2018
Q2 		– Sell
-7,625
Closed -$70K – 2972
2018
Q1 		$70K Hold
7,625
– – ﹤0.01% 1398
2017
Q4 		$75K Buy
+7,625
New +$74.4K ﹤0.01% 1323

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AG
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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Stratos Wealth Partners's INB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q4 2018, closing a stake of 3,725 shares — an estimated $35K sold.

Stratos Wealth Partners first reported a position in INB in Q4 2017 and held it in 3 quarters. The position peaked at $75K in Q4 2017. 40 funds tracked by Wall St. Rank hold INB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,725 Cohen & Steers Global Income Builder, Inc. shares in Q4 2018, an estimated $35K.
  • Stratos Wealth Partners first reported a position in Cohen & Steers Global Income Builder, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Cohen & Steers Global Income Builder, Inc. position peaked at $75K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.