BSW Wealth Partners’s CoBiz Financial,Inc COBZ Stock Holding History

BSW Wealth Partners’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	-14,444	Closed	-$284K	–	100
2017 Q3	$284K	Buy	14,444 +45	+0.3%	+$783	0.12%	63
2017 Q2	$251K	Buy	14,399 +43	+0.3%	+$708	0.11%	66
2017 Q1	$241K	Sell	14,356 -2,459	-15%	-$42.1K	0.12%	63
2016 Q4	$284K	Buy	16,815 +16,592	+7,440%	+$243K	0.15%	61
2016 Q3	$16.8K	Sell	223 -16,527	-99%	-$210K	0.58%	23
2016 Q2	$196K	Sell	16,750 -31,000	-65%	-$373K	0.11%	65
2016 Q1	$564K	Hold	47,750	–	–	0.32%	34
2015 Q4	$641K	Hold	47,750	–	–	0.32%	33
2015 Q3	$621K	Hold	47,750	–	–	0.37%	30
2015 Q2	$624K	Hold	47,750	–	–	0.4%	26
2015 Q1	$588K	Hold	47,750	–	–	0.37%	29
2014 Q4	$627K	Hold	47,750	–	–	0.51%	29
2014 Q3	$534K	Hold	47,750	–	–	0.42%	29
2014 Q2	$514K	Hold	47,750	–	–	0.41%	29
2014 Q1	$550K	Buy	47,750 +4,018	+9%	+$45.5K	0.45%	29
2013 Q4	$523K	Sell	43,732 -840	-2%	-$9.15K	0.42%	28
2013 Q3	$431K	Sell	44,572 -1,500	-3%	-$14.3K	0.38%	30
2013 Q2	$382K	Buy	+46,072	New	+$384K	0.34%	32

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

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

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

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

BSW Wealth Partners's COBZ Position: Q4 2017 in Review

BSW Wealth Partners sold out of CoBiz Financial,Inc (COBZ) in Q4 2017, closing a stake of 14,444 shares — an estimated $284K sold.

BSW Wealth Partners first reported a position in COBZ in Q2 2013 and held it in 18 quarters. The position peaked at $641K in Q4 2015. 120 funds tracked by Wall St. Rank hold COBZ as of Q4 2017.

BSW Wealth Partners reported no remaining CoBiz Financial,Inc position as of Q4 2017 after selling out during the quarter.
BSW Wealth Partners sold 14,444 CoBiz Financial,Inc shares in Q4 2017, an estimated $284K.
BSW Wealth Partners first reported a position in CoBiz Financial,Inc in Q2 2013 and held it in 18 quarters.
BSW Wealth Partners's CoBiz Financial,Inc position peaked at $641K in Q4 2015.
120 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q4 2017.

Based on BSW Wealth Partners's 13F filing for Q4 2017, filed 8 Feb 2018.