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

Creative Planning’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
2017 Q3	–	Sell	-500	Closed	-$8K	–	4567
2017 Q2	$8K	Sell	500 -250	-33%	-$3.73K	﹤0.01%	3795
2017 Q1	$11K	Buy	750 +1	+0.1%	+$15	﹤0.01%	3570
2016 Q4	$12K	Sell	749 -1	-0.1%	-$14	﹤0.01%	3462
2016 Q3	$11K	Hold	750	–	–	﹤0.01%	3485
2016 Q2	$9K	Buy	750 +250	+50%	+$3.4K	﹤0.01%	3359
2016 Q1	$8K	Hold	500	–	–	﹤0.01%	3377
2015 Q4	$8K	Sell	500 -25	-5%	-$433	﹤0.01%	3473
2015 Q3	$10K	Buy	+525	New	+$11.6K	﹤0.01%	3240
2015 Q2	–	Sell	-500	Closed	-$10K	–	3799
2015 Q1	$10K	Hold	500	–	–	﹤0.01%	3227
2014 Q4	$10K	Buy	500 +250	+100%	+$4.16K	﹤0.01%	3152
2014 Q3	$4K	Hold	250	–	–	﹤0.01%	3447
2014 Q2	$4K	Buy	+250	New	+$4.12K	﹤0.01%	3354
2014 Q1	–	Sell	-250	Closed	-$4K	–	3866
2013 Q4	$4K	Hold	250	–	–	﹤0.01%	2956
2013 Q3	$3K	Hold	250	–	–	﹤0.01%	2935
2013 Q2	$3K	Buy	+250	New	+$2.82K	﹤0.01%	2766

Other funds holding COWN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Creative Planning's COWN Position: Q3 2017 in Review

Creative Planning sold out of Cowen Inc. Class A Common Stock (COWN) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

Creative Planning first reported a position in COWN in Q2 2013 and held it in 15 quarters. The position peaked at $12K in Q4 2016. 117 funds tracked by Wall St. Rank hold COWN as of Q3 2017.

Creative Planning reported no remaining Cowen Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Cowen Inc. Class A Common Stock shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in Cowen Inc. Class A Common Stock in Q2 2013 and held it in 15 quarters.
Creative Planning's Cowen Inc. Class A Common Stock position peaked at $12K in Q4 2016.
117 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.