Capstone Investment Advisors
COBZ

Capstone Investment Advisors’s CoBiz Financial,Inc COBZ Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-114,476
Closed -$2.46M – 1381
2018
Q2 		$2.46M Buy
+114,476
New +$2.41M 0.04% 252

Other funds holding COBZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capstone Investment Advisors's COBZ Position: Q3 2018 in Review

Capstone Investment Advisors sold out of CoBiz Financial,Inc (COBZ) in Q3 2018, closing a stake of 114,476 shares — an estimated $2.46M sold.

Capstone Investment Advisors first reported a position in COBZ in Q2 2018 and held it in 1 quarter. The position peaked at $2.46M in Q2 2018. 115 funds tracked by Wall St. Rank hold COBZ as of Q3 2018.

  • Capstone Investment Advisors reported no remaining CoBiz Financial,Inc position as of Q3 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 114,476 CoBiz Financial,Inc shares in Q3 2018, an estimated $2.46M.
  • Capstone Investment Advisors first reported a position in CoBiz Financial,Inc in Q2 2018 and held it in 1 quarter.
  • Capstone Investment Advisors's CoBiz Financial,Inc position peaked at $2.46M in Q2 2018.
  • 115 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2018.

Based on Capstone Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.