BOK Financial Private Wealth’s CoBiz Financial,Inc COBZ Stock Holding History

BOK Financial Private Wealth’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 Q3	–	Sell	-25,937	Closed	-$451K	–	149
2017 Q2	$451K	Hold	25,937	–	–	0.07%	71
2017 Q1	$436K	Hold	25,937	–	–	0.06%	80
2016 Q4	$438K	Hold	25,937	–	–	0.07%	85
2016 Q3	$345K	Hold	25,937	–	–	0.05%	99
2016 Q2	$303K	Hold	25,937	–	–	0.05%	98
2016 Q1	$307K	Sell	25,937 -874	-3%	-$9.83K	0.05%	52
2015 Q4	$360K	Buy	26,811 +700	+3%	+$9.18K	0.06%	52
2015 Q3	$340K	Sell	26,111 -350	-1%	-$4.51K	0.06%	52
2015 Q2	$346K	Sell	26,461 -785	-3%	-$9.64K	0.06%	52
2015 Q1	$336K	Hold	27,246	–	–	0.06%	53
2014 Q4	$358K	Hold	27,246	–	–	0.06%	53
2014 Q3	$305K	Hold	27,246	–	–	0.05%	56
2014 Q2	$293K	Hold	27,246	–	–	0.05%	58
2014 Q1	$314K	Sell	27,246 -156	-0.6%	-$1.76K	0.05%	53
2013 Q4	$328K	Hold	27,402	–	–	0.06%	48
2013 Q3	$265K	Buy	27,402 +1	+0%	+$10	0.05%	55
2013 Q2	$227K	Buy	+27,401	New	+$229K	0.05%	46

Other funds holding COBZ

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

BOK Financial Private Wealth's COBZ Position: Q3 2017 in Review

BOK Financial Private Wealth sold out of CoBiz Financial,Inc (COBZ) in Q3 2017, closing a stake of 25,937 shares — an estimated $451K sold.

BOK Financial Private Wealth first reported a position in COBZ in Q2 2013 and held it in 17 quarters. The position peaked at $451K in Q2 2017. 101 funds tracked by Wall St. Rank hold COBZ as of Q3 2017.

BOK Financial Private Wealth reported no remaining CoBiz Financial,Inc position as of Q3 2017 after selling out during the quarter.
BOK Financial Private Wealth sold 25,937 CoBiz Financial,Inc shares in Q3 2017, an estimated $451K.
BOK Financial Private Wealth first reported a position in CoBiz Financial,Inc in Q2 2013 and held it in 17 quarters.
BOK Financial Private Wealth's CoBiz Financial,Inc position peaked at $451K in Q2 2017.
101 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2017.

Based on BOK Financial Private Wealth's 13F filing for Q3 2017, filed 6 Nov 2017.