HighTower Advisors
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HighTower Advisors’s Cohen & Co COHN Stock Holding History

HighTower Advisors’s Portfolio COHN Stock Details COHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,730
Closed -$24K – 1875
2015
Q2 		$24K Sell
1,730
-9,031
-84% -$133K ﹤0.01% 1470
2015
Q1 		$167K Sell
10,761
-505
-4% -$8.23K ﹤0.01% 1460
2014
Q4 		$197K Buy
+11,266
New +$195K ﹤0.01% 1401

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BCM
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Geode Capital Management
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Citadel Advisors
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Northern Trust
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GC
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return