WA
COWN

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

WFG 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
2014
Q1 		– Sell
-116
Closed -$2K – 2347
2013
Q4 		$2K Buy
116
+40
+53% +$613 ﹤0.01% 2024
2013
Q3 		$1K Buy
+76
New +$1.01K ﹤0.01% 2121

Other funds holding COWN

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WFG Advisors's COWN Position: Q1 2014 in Review

WFG Advisors sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2014, closing a stake of 116 shares — an estimated $2K sold.

WFG Advisors first reported a position in COWN in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 136 funds tracked by Wall St. Rank hold COWN as of Q1 2014.

  • WFG Advisors reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 116 Cowen Inc. Class A Common Stock shares in Q1 2014, an estimated $2K.
  • WFG Advisors first reported a position in Cowen Inc. Class A Common Stock in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's Cowen Inc. Class A Common Stock position peaked at $2K in Q4 2013.
  • 136 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.