APP
COWN

Avantax Planning Partners’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Avantax Planning Partners’s Portfolio COWN Stock Details COWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-36
Closed – – 1849
2018
Q1 		$0 Buy
+36
New +$491 ﹤0.01% 1907

Other funds holding COWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Avantax Planning Partners's COWN Position: Q2 2018 in Review

Avantax Planning Partners sold out of Cowen Inc. Class A Common Stock (COWN) in Q2 2018, closing a stake of 36 shares.

Avantax Planning Partners first reported a position in COWN in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 107 funds tracked by Wall St. Rank hold COWN as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cowen Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 36 Cowen Inc. Class A Common Stock shares in Q2 2018.
  • Avantax Planning Partners first reported a position in Cowen Inc. Class A Common Stock in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cowen Inc. Class A Common Stock position peaked at $0 in Q1 2018.
  • 107 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.