Principal Financial Group’s CoBiz Financial,Inc COBZ Stock Holding History

Principal Financial Group’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 Q3	–	Sell	-11,990	Closed	-$258K	–	2360
2018 Q2	$258K	Sell	11,990 -206	-2%	-$4.34K	﹤0.01%	2107
2018 Q1	$239K	Buy	12,196 +1,148	+10%	+$23K	﹤0.01%	2068
2017 Q4	$221K	Buy	+11,048	New	+$224K	﹤0.01%	2115
2014 Q4	–	Sell	-11,962	Closed	-$134K	–	2305
2014 Q3	$134K	Buy	11,962 +183	+2%	+$2.08K	﹤0.01%	2100
2014 Q2	$127K	Sell	11,779 -3,260	-22%	-$34.5K	﹤0.01%	2175
2014 Q1	$173K	Sell	15,039 -272	-2%	-$3.08K	﹤0.01%	2163
2013 Q4	$183K	Buy	15,311 +207	+1%	+$2.25K	﹤0.01%	2172
2013 Q3	$146K	Sell	15,104 -967	-6%	-$9.24K	﹤0.01%	2177
2013 Q2	$133K	Buy	+16,071	New	+$134K	﹤0.01%	2172

Other funds holding COBZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Principal Financial Group's COBZ Position: Q3 2018 in Review

Principal Financial Group sold out of CoBiz Financial,Inc (COBZ) in Q3 2018, closing a stake of 11,990 shares — an estimated $258K sold.

Principal Financial Group first reported a position in COBZ in Q2 2013 and held it in 9 quarters. The position peaked at $258K in Q2 2018. 115 funds tracked by Wall St. Rank hold COBZ as of Q3 2018.

Principal Financial Group reported no remaining CoBiz Financial,Inc position as of Q3 2018 after selling out during the quarter.
Principal Financial Group sold 11,990 CoBiz Financial,Inc shares in Q3 2018, an estimated $258K.
Principal Financial Group first reported a position in CoBiz Financial,Inc in Q2 2013 and held it in 9 quarters.
Principal Financial Group's CoBiz Financial,Inc position peaked at $258K in Q2 2018.
115 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2018.

Based on Principal Financial Group's 13F filing for Q3 2018, filed 14 Nov 2018.