Cobiz Wealth’s FMC FMC Stock Holding History

Cobiz Wealth’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-83,566	Closed	-$4.14M	–	133
2014 Q3	$4.14M	Sell	83,566 -2,760	-3%	-$157K	0.96%	50
2014 Q2	$5.33M	Sell	86,326 -2,778	-3%	-$182K	1.23%	40
2014 Q1	$5.92M	Sell	89,104 -1,431	-2%	-$93.1K	1.41%	28
2013 Q4	$5.92M	Sell	90,535 -1,650	-2%	-$105K	1.41%	32
2013 Q3	$5.73M	Sell	92,185 -1,040	-1%	-$59.7K	1.45%	29
2013 Q2	$4.94M	Buy	+93,225	New	+$4.92M	1.3%	39

Other funds holding FMC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cobiz Wealth's FMC Position: Q4 2014 in Review

Cobiz Wealth sold out of FMC (FMC) in Q4 2014, closing a stake of 83,566 shares — an estimated $4.14M sold.

Cobiz Wealth first reported a position in FMC in Q2 2013 and held it in 6 quarters. The position peaked at $5.92M in Q4 2013. 401 funds tracked by Wall St. Rank hold FMC as of Q4 2014.

Cobiz Wealth reported no remaining FMC position as of Q4 2014 after selling out during the quarter.
Cobiz Wealth sold 83,566 FMC shares in Q4 2014, an estimated $4.14M.
Cobiz Wealth first reported a position in FMC in Q2 2013 and held it in 6 quarters.
Cobiz Wealth's FMC position peaked at $5.92M in Q4 2013.
401 funds tracked by Wall St. Rank held FMC as of Q4 2014.

Based on Cobiz Wealth's 13F filing for Q4 2014, filed 21 Jan 2015.