DIA
COBZ

Dean Investment Associates’s CoBiz Financial,Inc COBZ Stock Holding History

Dean Investment Associates’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
2014
Q2 		– Sell
-60,895
Closed -$702K – 241
2014
Q1 		$702K Buy
+60,895
New +$689K 0.17% 132

Other funds holding COBZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
Broadview Advisors Milwaukee, Wisconsin $324M AUM 0.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Dean Investment Associates's COBZ Position: Q2 2014 in Review

Dean Investment Associates sold out of CoBiz Financial,Inc (COBZ) in Q2 2014, closing a stake of 60,895 shares — an estimated $702K sold.

Dean Investment Associates first reported a position in COBZ in Q1 2014 and held it in 1 quarter. The position peaked at $702K in Q1 2014. 94 funds tracked by Wall St. Rank hold COBZ as of Q2 2014.

  • Dean Investment Associates reported no remaining CoBiz Financial,Inc position as of Q2 2014 after selling out during the quarter.
  • Dean Investment Associates sold 60,895 CoBiz Financial,Inc shares in Q2 2014, an estimated $702K.
  • Dean Investment Associates first reported a position in CoBiz Financial,Inc in Q1 2014 and held it in 1 quarter.
  • Dean Investment Associates's CoBiz Financial,Inc position peaked at $702K in Q1 2014.
  • 94 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q2 2014.

Based on Dean Investment Associates's 13F filing for Q2 2014, filed 15 Aug 2014.