Ameriprise’s CoBiz Financial,Inc COBZ Stock Holding History

Ameriprise’s Portfolio COBZ Stock Details COBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12,050	Closed	-$236K	–	3779
2018 Q1	$236K	Sell	12,050 -32,297	-73%	-$648K	﹤0.01%	3432
2017 Q4	$886K	Buy	+44,347	New	+$899K	﹤0.01%	3029
2013 Q4	–	Sell	-2,210	Closed	-$21K	–	5918
2013 Q3	$21K	Hold	2,210	–	–	﹤0.01%	4398
2013 Q2	$18K	Buy	+2,210	New	+$18.4K	﹤0.01%	4379

Other funds holding COBZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ameriprise's COBZ Position: Q2 2018 in Review

Ameriprise sold out of CoBiz Financial,Inc (COBZ) in Q2 2018, closing a stake of 12,050 shares — an estimated $236K sold.

Ameriprise first reported a position in COBZ in Q2 2013 and held it in 4 quarters. The position peaked at $886K in Q4 2017. 118 funds tracked by Wall St. Rank hold COBZ as of Q2 2018.

Ameriprise reported no remaining CoBiz Financial,Inc position as of Q2 2018 after selling out during the quarter.
Ameriprise sold 12,050 CoBiz Financial,Inc shares in Q2 2018, an estimated $236K.
Ameriprise first reported a position in CoBiz Financial,Inc in Q2 2013 and held it in 4 quarters.
Ameriprise's CoBiz Financial,Inc position peaked at $886K in Q4 2017.
118 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q2 2018.

Based on Ameriprise's 13F filing for Q2 2018, filed 14 Aug 2018.