MCM
COBZ

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

McKinley 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
2017
Q3 		– Sell
-73,134
Closed -$1.27M – 496
2017
Q2 		$1.27M Hold
73,134
– – 0.05% 209
2017
Q1 		$1.23M Buy
+73,134
New +$1.25M 0.05% 229
2014
Q2 		– Sell
-119,055
Closed -$1.37M – 399
2014
Q1 		$1.37M Buy
+119,055
New +$1.35M 0.06% 202

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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

McKinley Capital Management's COBZ Position: Q3 2017 in Review

McKinley Capital Management sold out of CoBiz Financial,Inc (COBZ) in Q3 2017, closing a stake of 73,134 shares — an estimated $1.27M sold.

McKinley Capital Management first reported a position in COBZ in Q1 2014 and held it in 3 quarters. The position peaked at $1.37M in Q1 2014. 101 funds tracked by Wall St. Rank hold COBZ as of Q3 2017.

  • McKinley Capital Management reported no remaining CoBiz Financial,Inc position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 73,134 CoBiz Financial,Inc shares in Q3 2017, an estimated $1.27M.
  • McKinley Capital Management first reported a position in CoBiz Financial,Inc in Q1 2014 and held it in 3 quarters.
  • McKinley Capital Management's CoBiz Financial,Inc position peaked at $1.37M in Q1 2014.
  • 101 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.