GI
COBZ

Gradient Investments’s CoBiz Financial,Inc COBZ Stock Holding History

Gradient Investments’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
-200
Closed -$2K – 613
2014
Q1 		$2K Buy
+200
New +$2.26K ﹤0.01% 468

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 $544B AUM 28.31% 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 16.07% 1-Year Est. Return

Gradient Investments's COBZ Position: Q2 2014 in Review

Gradient Investments sold out of CoBiz Financial,Inc (COBZ) in Q2 2014, closing a stake of 200 shares — an estimated $2K sold.

Gradient Investments first reported a position in COBZ in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 94 funds tracked by Wall St. Rank hold COBZ as of Q2 2014.

  • Gradient Investments reported no remaining CoBiz Financial,Inc position as of Q2 2014 after selling out during the quarter.
  • Gradient Investments sold 200 CoBiz Financial,Inc shares in Q2 2014, an estimated $2K.
  • Gradient Investments first reported a position in CoBiz Financial,Inc in Q1 2014 and held it in 1 quarter.
  • Gradient Investments's CoBiz Financial,Inc position peaked at $2K in Q1 2014.
  • 94 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q2 2014.

Based on Gradient Investments's 13F filing for Q2 2014, filed 11 Jul 2014.