HIM
COBZ

Hillsdale Investment Management’s CoBiz Financial,Inc COBZ Stock Holding History

Hillsdale Investment Management’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
-63,300
Closed -$1.26M – 563
2017
Q4 		$1.26M Buy
+63,300
New +$1.28M 0.2% 121

Other funds holding COBZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hillsdale Investment Management's COBZ Position: Q1 2018 in Review

Hillsdale Investment Management sold out of CoBiz Financial,Inc (COBZ) in Q1 2018, closing a stake of 63,300 shares — an estimated $1.26M sold.

Hillsdale Investment Management first reported a position in COBZ in Q4 2017 and held it in 1 quarter. The position peaked at $1.26M in Q4 2017. 108 funds tracked by Wall St. Rank hold COBZ as of Q1 2018.

  • Hillsdale Investment Management reported no remaining CoBiz Financial,Inc position as of Q1 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 63,300 CoBiz Financial,Inc shares in Q1 2018, an estimated $1.26M.
  • Hillsdale Investment Management first reported a position in CoBiz Financial,Inc in Q4 2017 and held it in 1 quarter.
  • Hillsdale Investment Management's CoBiz Financial,Inc position peaked at $1.26M in Q4 2017.
  • 108 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2018.

Based on Hillsdale Investment Management's 13F filing for Q1 2018, filed 14 May 2018.