LCM
COBZ

Legato Capital Management’s CoBiz Financial,Inc COBZ Stock Holding History

Legato Capital 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
-40,545
Closed -$810K – 267
2017
Q4 		$810K Hold
40,545
– – 0.12% 163
2017
Q3 		$796K Hold
40,545
– – 0.12% 165
2017
Q2 		$705K Buy
40,545
+36,450
+890% +$600K 0.3% 87
2017
Q1 		$69K Hold
4,095
– – 0.08% 43
2016
Q4 		$69.2K Buy
+4,095
New +$59.9K 1.25% 30

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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $156B AUM 27.51% 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

Legato Capital Management's COBZ Position: Q1 2018 in Review

Legato Capital Management sold out of CoBiz Financial,Inc (COBZ) in Q1 2018, closing a stake of 40,545 shares — an estimated $810K sold.

Legato Capital Management first reported a position in COBZ in Q4 2016 and held it in 5 quarters. The position peaked at $810K in Q4 2017. 108 funds tracked by Wall St. Rank hold COBZ as of Q1 2018.

  • Legato Capital Management reported no remaining CoBiz Financial,Inc position as of Q1 2018 after selling out during the quarter.
  • Legato Capital Management sold 40,545 CoBiz Financial,Inc shares in Q1 2018, an estimated $810K.
  • Legato Capital Management first reported a position in CoBiz Financial,Inc in Q4 2016 and held it in 5 quarters.
  • Legato Capital Management's CoBiz Financial,Inc position peaked at $810K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2018.

Based on Legato Capital Management's 13F filing for Q1 2018, filed 19 Apr 2018.