Independence Capital Asset Partners’s CoBiz Financial,Inc COBZ Stock Holding History

Independence Capital Asset Partners’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 Q1	–	Sell	-66,025	Closed	-$790K	–	134
2013 Q4	$790K	Sell	66,025 -29,506	-31%	-$321K	0.12%	70
2013 Q3	$923K	Buy	95,531 +8,000	+9%	+$76.4K	0.16%	55
2013 Q2	$727K	Buy	+87,531	New	+$730K	0.13%	76

Other funds holding COBZ

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 London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Independence Capital Asset Partners's COBZ Position: Q1 2014 in Review

Independence Capital Asset Partners sold out of CoBiz Financial,Inc (COBZ) in Q1 2014, closing a stake of 66,025 shares — an estimated $790K sold.

Independence Capital Asset Partners first reported a position in COBZ in Q2 2013 and held it in 3 quarters. The position peaked at $923K in Q3 2013. 99 funds tracked by Wall St. Rank hold COBZ as of Q1 2014.

Independence Capital Asset Partners reported no remaining CoBiz Financial,Inc position as of Q1 2014 after selling out during the quarter.
Independence Capital Asset Partners sold 66,025 CoBiz Financial,Inc shares in Q1 2014, an estimated $790K.
Independence Capital Asset Partners first reported a position in CoBiz Financial,Inc in Q2 2013 and held it in 3 quarters.
Independence Capital Asset Partners's CoBiz Financial,Inc position peaked at $923K in Q3 2013.
99 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2014.

Based on Independence Capital Asset Partners's 13F filing for Q1 2014, filed 15 May 2014.