Reilly Financial Advisors’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Reilly Financial Advisors’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 Q3	–	Sell	-263	Closed	-$5K	–	1016
2019 Q2	$5K	Hold	263	–	–	﹤0.01%	793
2019 Q1	$4K	Hold	263	–	–	﹤0.01%	840
2018 Q4	$4K	Hold	263	–	–	﹤0.01%	804
2018 Q3	$4K	Hold	263	–	–	﹤0.01%	884
2018 Q2	$4K	Hold	263	–	–	﹤0.01%	870
2018 Q1	$3K	Hold	263	–	–	﹤0.01%	870
2017 Q4	$4K	Hold	263	–	–	﹤0.01%	832
2017 Q3	$5K	Hold	263	–	–	﹤0.01%	782
2017 Q2	$4K	Hold	263	–	–	﹤0.01%	826
2017 Q1	$4K	Hold	263	–	–	﹤0.01%	805
2016 Q4	$4K	Sell	263 -1	-0.4%	-$14	﹤0.01%	722
2016 Q3	$4K	Hold	264	–	–	﹤0.01%	698
2016 Q2	$3K	Hold	264	–	–	﹤0.01%	702
2016 Q1	$4K	Buy	+264	New	+$3.46K	﹤0.01%	984

Other funds holding COWN

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

APCM

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

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

MPAM

Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Reilly Financial Advisors's COWN Position: Q3 2019 in Review

Reilly Financial Advisors sold out of Cowen Inc. Class A Common Stock (COWN) in Q3 2019, closing a stake of 263 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in COWN in Q1 2016 and held it in 14 quarters. The position peaked at $5K in Q2 2019. 137 funds tracked by Wall St. Rank hold COWN as of Q3 2019.

Reilly Financial Advisors reported no remaining Cowen Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 263 Cowen Inc. Class A Common Stock shares in Q3 2019, an estimated $5K.
Reilly Financial Advisors first reported a position in Cowen Inc. Class A Common Stock in Q1 2016 and held it in 14 quarters.
Reilly Financial Advisors's Cowen Inc. Class A Common Stock position peaked at $5K in Q2 2019.
137 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.