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JP Morgan Private Wealth Advisors’s Cohen & Co COHN Stock Holding History

JP Morgan Private Wealth 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
2017
Q3 		– Sell
-1,152
Closed -$13K – 1248
2017
Q2 		$13K Buy
+1,152
New +$13.7K ﹤0.01% 1226

Other funds holding COHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's COHN Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Cohen & Co (COHN) in Q3 2017, closing a stake of 1,152 shares — an estimated $13K sold.

JP Morgan Private Wealth Advisors first reported a position in COHN in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 7 funds tracked by Wall St. Rank hold COHN as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Cohen & Co position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,152 Cohen & Co shares in Q3 2017, an estimated $13K.
  • JP Morgan Private Wealth Advisors first reported a position in Cohen & Co in Q2 2017 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Cohen & Co position peaked at $13K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Cohen & Co as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.