JP Morgan Private Wealth Advisors’s CoBiz Financial,Inc COBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$221K | – | 1663 |
|
|
2018
Q3 | $221K | Hold |
10,000
| – | – | ﹤0.01% | 1437 |
|
|
2018
Q2 | $215K | Hold |
10,000
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q1 | $196K | Hold |
10,000
| – | – | ﹤0.01% | 1190 |
|
|
2017
Q4 | $200K | Hold |
10,000
| – | – | ﹤0.01% | 1195 |
|
|
2017
Q3 | $196K | Sell |
10,000
-2,000
| -17% | -$34.8K | ﹤0.01% | 1161 |
|
|
2017
Q2 | $209K | Hold |
12,000
| – | – | ﹤0.01% | 1140 |
|
|
2017
Q1 | $202K | Sell |
12,000
-3,000
| -20% | -$51.3K | ﹤0.01% | 1244 |
|
|
2016
Q4 | $253K | Hold |
15,000
| – | – | ﹤0.01% | 1074 |
|
|
2016
Q3 | $200K | Hold |
15,000
| – | – | ﹤0.01% | 1146 |
|
|
2016
Q2 | $176K | Hold |
15,000
| – | – | ﹤0.01% | 1173 |
|
|
2016
Q1 | $177K | Hold |
15,000
| – | – | ﹤0.01% | 1101 |
|
|
2015
Q4 | $201K | Hold |
15,000
| – | – | ﹤0.01% | 1019 |
|
|
2015
Q3 | $195K | Hold |
15,000
| – | – | ﹤0.01% | 944 |
|
|
2015
Q2 | $196K | Sell |
15,000
-5,000
| -25% | -$61.4K | ﹤0.01% | 981 |
|
|
2015
Q1 | $246K | Hold |
20,000
| – | – | ﹤0.01% | 963 |
|
|
2014
Q4 | $263K | Sell |
20,000
-5,748
| -22% | -$68.9K | ﹤0.01% | 921 |
|
|
2014
Q3 | $288K | Sell |
25,748
-25,000
| -49% | -$284K | ﹤0.01% | 855 |
|
|
2014
Q2 | $547K | Hold |
50,748
| – | – | 0.01% | 537 |
|
|
2014
Q1 | $585K | Hold |
50,748
| – | – | 0.01% | 524 |
|
|
2013
Q4 | $607K | Hold |
50,748
| – | – | 0.01% | 413 |
|
|
2013
Q3 | $490K | Sell |
50,748
-15,000
| -23% | -$143K | 0.01% | 439 |
|
|
2013
Q2 | $546K | Buy |
+65,748
| New | +$548K | 0.01% | 401 |
|
JP Morgan Private Wealth Advisors's COBZ Position: Q4 2018 in Review
JP Morgan Private Wealth Advisors sold out of CoBiz Financial,Inc (COBZ) in Q4 2018, closing a stake of 10,000 shares — an estimated $221K sold.
JP Morgan Private Wealth Advisors first reported a position in COBZ in Q2 2013 and held it in 22 quarters. The position peaked at $607K in Q4 2013. 0 funds tracked by Wall St. Rank hold COBZ as of Q4 2018.
- JP Morgan Private Wealth Advisors reported no remaining CoBiz Financial,Inc position as of Q4 2018 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 10,000 CoBiz Financial,Inc shares in Q4 2018, an estimated $221K.
- JP Morgan Private Wealth Advisors first reported a position in CoBiz Financial,Inc in Q2 2013 and held it in 22 quarters.
- JP Morgan Private Wealth Advisors's CoBiz Financial,Inc position peaked at $607K in Q4 2013.
- 0 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q4 2018.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.