JWM
COBZ

Jacobus Wealth Management’s CoBiz Financial,Inc COBZ Stock Holding History

Jacobus Wealth 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
2015
Q3 		– Sell
-8,700
Closed -$114K – 322
2015
Q2 		$114K Buy
+8,700
New +$107K 0.03% 292

Other funds holding COBZ

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Wellington Management Group
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BFC
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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jacobus Wealth Management's COBZ Position: Q3 2015 in Review

Jacobus Wealth Management sold out of CoBiz Financial,Inc (COBZ) in Q3 2015, closing a stake of 8,700 shares — an estimated $114K sold.

Jacobus Wealth Management first reported a position in COBZ in Q2 2015 and held it in 1 quarter. The position peaked at $114K in Q2 2015. 103 funds tracked by Wall St. Rank hold COBZ as of Q3 2015.

  • Jacobus Wealth Management reported no remaining CoBiz Financial,Inc position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 8,700 CoBiz Financial,Inc shares in Q3 2015, an estimated $114K.
  • Jacobus Wealth Management first reported a position in CoBiz Financial,Inc in Q2 2015 and held it in 1 quarter.
  • Jacobus Wealth Management's CoBiz Financial,Inc position peaked at $114K in Q2 2015.
  • 103 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2015.

Based on Jacobus Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.