HighTower Advisors
COBZ

HighTower Advisors’s CoBiz Financial,Inc COBZ Stock Holding History

HighTower Advisors’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
Q4 		– Sell
-27,978
Closed -$313K – 1721
2014
Q3 		$313K Buy
+27,978
New +$317K 0.01% 1196

Other funds holding COBZ

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HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BA
Broadview Advisors Milwaukee, Wisconsin $324M AUM 0.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors's COBZ Position: Q4 2014 in Review

HighTower Advisors sold out of CoBiz Financial,Inc (COBZ) in Q4 2014, closing a stake of 27,978 shares — an estimated $313K sold.

HighTower Advisors first reported a position in COBZ in Q3 2014 and held it in 1 quarter. The position peaked at $313K in Q3 2014. 98 funds tracked by Wall St. Rank hold COBZ as of Q4 2014.

  • HighTower Advisors reported no remaining CoBiz Financial,Inc position as of Q4 2014 after selling out during the quarter.
  • HighTower Advisors sold 27,978 CoBiz Financial,Inc shares in Q4 2014, an estimated $313K.
  • HighTower Advisors first reported a position in CoBiz Financial,Inc in Q3 2014 and held it in 1 quarter.
  • HighTower Advisors's CoBiz Financial,Inc position peaked at $313K in Q3 2014.
  • 98 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q4 2014.

Based on HighTower Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.