AG
COBZ

Aperio Group’s CoBiz Financial,Inc COBZ Stock Holding History

Aperio Group’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
-10,318
Closed -$202K – 2324
2018
Q1 		$202K Sell
10,318
-186
-2% -$3.73K ﹤0.01% 2139
2017
Q4 		$210K Buy
10,504
+106
+1% +$2.15K ﹤0.01% 2129
2017
Q3 		$204K Buy
10,398
+53
+0.5% +$922 ﹤0.01% 2114
2017
Q2 		$180K Buy
+10,345
New +$170K ﹤0.01% 2121
2016
Q4 		– Sell
-10,742
Closed -$143K – 2177
2016
Q3 		$143K Buy
+10,742
New +$137K ﹤0.01% 1995

Other funds holding COBZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Aperio Group's COBZ Position: Q2 2018 in Review

Aperio Group sold out of CoBiz Financial,Inc (COBZ) in Q2 2018, closing a stake of 10,318 shares — an estimated $202K sold.

Aperio Group first reported a position in COBZ in Q3 2016 and held it in 5 quarters. The position peaked at $210K in Q4 2017. 118 funds tracked by Wall St. Rank hold COBZ as of Q2 2018.

  • Aperio Group reported no remaining CoBiz Financial,Inc position as of Q2 2018 after selling out during the quarter.
  • Aperio Group sold 10,318 CoBiz Financial,Inc shares in Q2 2018, an estimated $202K.
  • Aperio Group first reported a position in CoBiz Financial,Inc in Q3 2016 and held it in 5 quarters.
  • Aperio Group's CoBiz Financial,Inc position peaked at $210K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q2 2018.

Based on Aperio Group's 13F filing for Q2 2018, filed 30 Jul 2018.