WT
INB

Whittier Trust’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

Whittier Trust’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
Q1 		– Sell
-27,489
Closed -$205K – 1537
2018
Q4 		$205K Buy
+27,489
New +$228K 0.01% 497

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Whittier Trust's INB Position: Q1 2019 in Review

Whittier Trust sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q1 2019, closing a stake of 27,489 shares — an estimated $205K sold.

Whittier Trust first reported a position in INB in Q4 2018 and held it in 1 quarter. The position peaked at $205K in Q4 2018. 36 funds tracked by Wall St. Rank hold INB as of Q1 2019.

  • Whittier Trust reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q1 2019 after selling out during the quarter.
  • Whittier Trust sold 27,489 Cohen & Steers Global Income Builder, Inc. shares in Q1 2019, an estimated $205K.
  • Whittier Trust first reported a position in Cohen & Steers Global Income Builder, Inc. in Q4 2018 and held it in 1 quarter.
  • Whittier Trust's Cohen & Steers Global Income Builder, Inc. position peaked at $205K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q1 2019.

Based on Whittier Trust's 13F filing for Q1 2019, filed 29 Apr 2019.