Cutler Group’s CoBiz Financial,Inc COBZ Stock Holding History

Cutler Group’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 Q1	–	Sell	-560	Closed	-$11K	–	5881
2017 Q4	$11K	Buy	+560	New	+$11.4K	﹤0.01%	3094
2017 Q1	–	Sell	-657	Closed	-$11K	–	7954
2016 Q4	$11K	Hold	657	–	–	﹤0.01%	4165
2016 Q3	$8K	Hold	657	–	–	﹤0.01%	4543
2016 Q2	$7K	Hold	657	–	–	﹤0.01%	4683
2016 Q1	$7K	Hold	657	–	–	﹤0.01%	4586
2015 Q4	$8K	Buy	+657	New	+$8.61K	﹤0.01%	4492

Other funds holding COBZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cutler Group's COBZ Position: Q1 2018 in Review

Cutler Group sold out of CoBiz Financial,Inc (COBZ) in Q1 2018, closing a stake of 560 shares — an estimated $11K sold.

Cutler Group first reported a position in COBZ in Q4 2015 and held it in 6 quarters. The position peaked at $11K in Q4 2017. 108 funds tracked by Wall St. Rank hold COBZ as of Q1 2018.

Cutler Group reported no remaining CoBiz Financial,Inc position as of Q1 2018 after selling out during the quarter.
Cutler Group sold 560 CoBiz Financial,Inc shares in Q1 2018, an estimated $11K.
Cutler Group first reported a position in CoBiz Financial,Inc in Q4 2015 and held it in 6 quarters.
Cutler Group's CoBiz Financial,Inc position peaked at $11K in Q4 2017.
108 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2018.

Based on Cutler Group's 13F filing for Q1 2018, filed 11 May 2018.