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Cobiz Wealth’s Automatic Data Processing ADP Stock Holding History

Cobiz Wealth’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,067
Closed -$65K – 125
2013
Q2 		$65K Buy
+1,067
New +$63.7K 0.02% 161

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Cobiz Wealth's ADP Position: Q3 2013 in Review

Cobiz Wealth sold out of Automatic Data Processing (ADP) in Q3 2013, closing a stake of 1,067 shares — an estimated $65K sold.

Cobiz Wealth first reported a position in ADP in Q2 2013 and held it in 1 quarter. The position peaked at $65K in Q2 2013. 1,009 funds tracked by Wall St. Rank hold ADP as of Q3 2013.

  • Cobiz Wealth reported no remaining Automatic Data Processing position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 1,067 Automatic Data Processing shares in Q3 2013, an estimated $65K.
  • Cobiz Wealth first reported a position in Automatic Data Processing in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Automatic Data Processing position peaked at $65K in Q2 2013.
  • 1,009 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.