NFA
COBZ

Nationwide Fund Advisors’s CoBiz Financial,Inc COBZ Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-21,058
Closed -$414K – 3143
2017
Q3 		$414K Sell
21,058
-789
-4% -$13.7K ﹤0.01% 2276
2017
Q2 		$380K Sell
21,847
-2,871
-12% -$47.3K ﹤0.01% 2320
2017
Q1 		$415K Sell
24,718
-1,873
-7% -$32K ﹤0.01% 2251
2016
Q4 		$449K Sell
26,591
-1,982
-7% -$29K ﹤0.01% 2227
2016
Q3 		$380K Sell
28,573
-821
-3% -$10.4K ﹤0.01% 2312
2016
Q2 		$344K Buy
29,394
+689
+2% +$8.29K ﹤0.01% 2347
2016
Q1 		$339K Sell
28,705
-926
-3% -$10.4K ﹤0.01% 2292
2015
Q4 		$398K Buy
29,631
+608
+2% +$7.97K ﹤0.01% 2230
2015
Q3 		$378K Hold
29,023
– – ﹤0.01% 2259
2015
Q2 		$379K Sell
29,023
-2,461
-8% -$30.2K ﹤0.01% 2406
2015
Q1 		$388K Sell
31,484
-1,400
-4% -$16.5K ﹤0.01% 2366
2014
Q4 		$432K Sell
32,884
-529
-2% -$6.34K ﹤0.01% 2269
2014
Q3 		$374K Sell
33,413
-1,484
-4% -$16.8K ﹤0.01% 2377
2014
Q2 		$376K Sell
34,897
-15,057
-30% -$159K ﹤0.01% 2422
2014
Q1 		$575K Sell
49,954
-7,100
-12% -$80.3K ﹤0.01% 1996
2013
Q4 		$682K Sell
57,054
-79,645
-58% -$868K ﹤0.01% 2086
2013
Q3 		$1.32M Buy
136,699
+79,561
+139% +$760K 0.01% 1694
2013
Q2 		$474K Buy
+57,138
New +$477K ﹤0.01% 2042

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Nationwide Fund Advisors's COBZ Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of CoBiz Financial,Inc (COBZ) in Q4 2017, closing a stake of 21,058 shares — an estimated $414K sold.

Nationwide Fund Advisors first reported a position in COBZ in Q2 2013 and held it in 18 quarters. The position peaked at $1.32M in Q3 2013. 120 funds tracked by Wall St. Rank hold COBZ as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining CoBiz Financial,Inc position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 21,058 CoBiz Financial,Inc shares in Q4 2017, an estimated $414K.
  • Nationwide Fund Advisors first reported a position in CoBiz Financial,Inc in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's CoBiz Financial,Inc position peaked at $1.32M in Q3 2013.
  • 120 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.