Schutz Anton Villars’s CoBiz Financial,Inc COBZ Stock Holding History

Schutz Anton Villars’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
2013 Q4	$166K	Sell	13,842 -1,158	-8%	-$12.6K	3.77%	11
2013 Q3	$145K	Hold	15,000	–	–	3.13%	15
2013 Q2	$125K	Buy	+15,000	New	+$125K	3.04%	16

Other funds holding COBZ

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Schutz Anton Villars's COBZ Position: Q4 2013 in Review

Schutz Anton Villars reduced its CoBiz Financial,Inc (COBZ) stake by 7.7% in Q4 2013, selling an estimated $12.6K and leaving 13,842 shares worth $166K. The position accounts for 3.77% of the portfolio, ranked #11.

Schutz Anton Villars first reported a position in COBZ in Q2 2013 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold COBZ as of Q4 2013.

Schutz Anton Villars held 13,842 shares of CoBiz Financial,Inc worth $166K as of Q4 2013.
Schutz Anton Villars sold 1,158 CoBiz Financial,Inc shares in Q4 2013, an estimated $12.6K.
CoBiz Financial,Inc made up 3.77% of Schutz Anton Villars's portfolio in Q4 2013, its #11 holding.
Schutz Anton Villars first reported a position in CoBiz Financial,Inc in Q2 2013 and has held it in 3 quarters since.
103 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q4 2013.

Based on Schutz Anton Villars's 13F filing for Q4 2013, filed 14 Feb 2014.