NCCM
COBZ

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

Nine Chapters 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
2014
Q4 		– Sell
-12,600
Closed -$141K – 1381
2014
Q3 		$141K Buy
+12,600
New +$143K 0.01% 901

Other funds holding COBZ

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HSBC Holdings
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BA
Broadview Advisors Milwaukee, Wisconsin $324M AUM 0.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nine Chapters Capital Management's COBZ Position: Q4 2014 in Review

Nine Chapters Capital Management sold out of CoBiz Financial,Inc (COBZ) in Q4 2014, closing a stake of 12,600 shares — an estimated $141K sold.

Nine Chapters Capital Management first reported a position in COBZ in Q3 2014 and held it in 1 quarter. The position peaked at $141K in Q3 2014. 98 funds tracked by Wall St. Rank hold COBZ as of Q4 2014.

  • Nine Chapters Capital Management reported no remaining CoBiz Financial,Inc position as of Q4 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 12,600 CoBiz Financial,Inc shares in Q4 2014, an estimated $141K.
  • Nine Chapters Capital Management first reported a position in CoBiz Financial,Inc in Q3 2014 and held it in 1 quarter.
  • Nine Chapters Capital Management's CoBiz Financial,Inc position peaked at $141K in Q3 2014.
  • 98 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q4 2014.

Based on Nine Chapters Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.