CW
YHOO

Cobiz Wealth’s Yahoo Inc YHOO Stock Holding History

Cobiz Wealth’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-94,763
Closed -$3.86M – 135
2014
Q3 		$3.86M Sell
94,763
-6,199
-6% -$233K 0.9% 52
2014
Q2 		$3.55M Sell
100,962
-897
-0.9% -$31.3K 0.82% 54
2014
Q1 		$3.66M Buy
101,859
+4,598
+5% +$175K 0.87% 52
2013
Q4 		$3.93M Buy
97,261
+11,970
+14% +$429K 0.94% 52
2013
Q3 		$2.83M Buy
+85,291
New +$2.41M 0.72% 57

Other funds holding YHOO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Cobiz Wealth's YHOO Position: Q4 2014 in Review

Cobiz Wealth sold out of Yahoo Inc (YHOO) in Q4 2014, closing a stake of 94,763 shares — an estimated $3.86M sold.

Cobiz Wealth first reported a position in YHOO in Q3 2013 and held it in 5 quarters. The position peaked at $3.93M in Q4 2013. 735 funds tracked by Wall St. Rank hold YHOO as of Q4 2014.

  • Cobiz Wealth reported no remaining Yahoo Inc position as of Q4 2014 after selling out during the quarter.
  • Cobiz Wealth sold 94,763 Yahoo Inc shares in Q4 2014, an estimated $3.86M.
  • Cobiz Wealth first reported a position in Yahoo Inc in Q3 2013 and held it in 5 quarters.
  • Cobiz Wealth's Yahoo Inc position peaked at $3.93M in Q4 2013.
  • 735 funds tracked by Wall St. Rank held Yahoo Inc as of Q4 2014.

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