MAM
COBZ

Martingale Asset Management’s CoBiz Financial,Inc COBZ Stock Holding History

Martingale Asset 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
2017
Q1 		– Sell
-25,742
Closed -$435K – 1045
2016
Q4 		$435K Buy
+25,742
New +$376K 0.01% 847

Other funds holding COBZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Martingale Asset Management's COBZ Position: Q1 2017 in Review

Martingale Asset Management sold out of CoBiz Financial,Inc (COBZ) in Q1 2017, closing a stake of 25,742 shares — an estimated $435K sold.

Martingale Asset Management first reported a position in COBZ in Q4 2016 and held it in 1 quarter. The position peaked at $435K in Q4 2016. 92 funds tracked by Wall St. Rank hold COBZ as of Q1 2017.

  • Martingale Asset Management reported no remaining CoBiz Financial,Inc position as of Q1 2017 after selling out during the quarter.
  • Martingale Asset Management sold 25,742 CoBiz Financial,Inc shares in Q1 2017, an estimated $435K.
  • Martingale Asset Management first reported a position in CoBiz Financial,Inc in Q4 2016 and held it in 1 quarter.
  • Martingale Asset Management's CoBiz Financial,Inc position peaked at $435K in Q4 2016.
  • 92 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2017.

Based on Martingale Asset Management's 13F filing for Q1 2017, filed 9 May 2017.