Cobiz Wealth’s Piper Sandler PIPR Stock Holding History

Cobiz Wealth’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-104	Closed	-$1K	–	295
2013 Q2	$1K	Buy	+104	New	+$875	﹤0.01%	400

Other funds holding PIPR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BIT

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Cobiz Wealth's PIPR Position: Q3 2013 in Review

Cobiz Wealth sold out of Piper Sandler (PIPR) in Q3 2013, closing a stake of 104 shares — an estimated $1K sold.

Cobiz Wealth first reported a position in PIPR in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 143 funds tracked by Wall St. Rank hold PIPR as of Q3 2013.

Cobiz Wealth reported no remaining Piper Sandler position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 104 Piper Sandler shares in Q3 2013, an estimated $1K.
Cobiz Wealth first reported a position in Piper Sandler in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Piper Sandler position peaked at $1K in Q2 2013.
143 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2013.

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