CMBA
COBZ

C.M. Bidwell & Associates’s CoBiz Financial,Inc COBZ Stock Holding History

C.M. Bidwell & Associates’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
Q1 		– Sell
-13,860
Closed -$277K – 466
2017
Q4 		$277K Buy
+13,860
New +$281K 0.24% 117

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

C.M. Bidwell & Associates's COBZ Position: Q1 2018 in Review

C.M. Bidwell & Associates sold out of CoBiz Financial,Inc (COBZ) in Q1 2018, closing a stake of 13,860 shares — an estimated $277K sold.

C.M. Bidwell & Associates first reported a position in COBZ in Q4 2017 and held it in 1 quarter. The position peaked at $277K in Q4 2017. 108 funds tracked by Wall St. Rank hold COBZ as of Q1 2018.

  • C.M. Bidwell & Associates reported no remaining CoBiz Financial,Inc position as of Q1 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 13,860 CoBiz Financial,Inc shares in Q1 2018, an estimated $277K.
  • C.M. Bidwell & Associates first reported a position in CoBiz Financial,Inc in Q4 2017 and held it in 1 quarter.
  • C.M. Bidwell & Associates's CoBiz Financial,Inc position peaked at $277K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2018, filed 11 May 2018.