Lake Point Wealth Management’s Cohen & Co COHN Stock Holding History

Lake Point Wealth Management’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
2020 Q1	–	Sell	-1	Closed	–	–	405
2019 Q4	$0	Buy	+1	New	+$4	﹤0.01%	612
2019 Q2	$0	Hold	1	–	–	﹤0.01%	670
2019 Q1	$0	Hold	1	–	–	﹤0.01%	713
2018 Q4	$0	Buy	+1	New	+$9	﹤0.01%	839

Other funds holding COHN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Point Wealth Management's COHN Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Cohen & Co (COHN) in Q1 2020, closing a stake of 1 share.

Lake Point Wealth Management first reported a position in COHN in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 5 funds tracked by Wall St. Rank hold COHN as of Q1 2020.

Lake Point Wealth Management reported no remaining Cohen & Co position as of Q1 2020 after selling out during the quarter.
Lake Point Wealth Management sold 1 Cohen & Co share in Q1 2020.
Lake Point Wealth Management first reported a position in Cohen & Co in Q4 2018 and held it in 4 quarters.
Lake Point Wealth Management's Cohen & Co position peaked at $0 in Q4 2019.
5 funds tracked by Wall St. Rank held Cohen & Co as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.