BCM
COBZ

Basswood Capital Management’s CoBiz Financial,Inc COBZ Stock Holding History

Basswood Capital Management’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
2017
Q4 		– Sell
-138,594
Closed -$2.72M – 162
2017
Q3 		$2.72M Sell
138,594
-31,683
-19% -$551K 0.13% 116
2017
Q2 		$2.96M Buy
+170,277
New +$2.8M 0.15% 110

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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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 $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Basswood Capital Management's COBZ Position: Q4 2017 in Review

Basswood Capital Management sold out of CoBiz Financial,Inc (COBZ) in Q4 2017, closing a stake of 138,594 shares — an estimated $2.72M sold.

Basswood Capital Management first reported a position in COBZ in Q2 2017 and held it in 2 quarters. The position peaked at $2.96M in Q2 2017. 120 funds tracked by Wall St. Rank hold COBZ as of Q4 2017.

  • Basswood Capital Management reported no remaining CoBiz Financial,Inc position as of Q4 2017 after selling out during the quarter.
  • Basswood Capital Management sold 138,594 CoBiz Financial,Inc shares in Q4 2017, an estimated $2.72M.
  • Basswood Capital Management first reported a position in CoBiz Financial,Inc in Q2 2017 and held it in 2 quarters.
  • Basswood Capital Management's CoBiz Financial,Inc position peaked at $2.96M in Q2 2017.
  • 120 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q4 2017.

Based on Basswood Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.