PWM
COWN

PRW Wealth Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-2,631
Closed -$38K – 788
2019
Q1 		$38K Hold
2,631
– – 0.04% 173
2018
Q4 		$35K Buy
+2,631
New +$40.1K 0.04% 174

Other funds holding COWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

PRW Wealth Management's COWN Position: Q2 2019 in Review

PRW Wealth Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q2 2019, closing a stake of 2,631 shares — an estimated $38K sold.

PRW Wealth Management first reported a position in COWN in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 137 funds tracked by Wall St. Rank hold COWN as of Q2 2019.

  • PRW Wealth Management reported no remaining Cowen Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 2,631 Cowen Inc. Class A Common Stock shares in Q2 2019, an estimated $38K.
  • PRW Wealth Management first reported a position in Cowen Inc. Class A Common Stock in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Cowen Inc. Class A Common Stock position peaked at $38K in Q1 2019.
  • 137 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.