Simplex Trading
COBZ

Simplex Trading’s CoBiz Financial,Inc COBZ Stock Holding History

Simplex Trading’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
-100
Closed -$2K – 8660
2018
Q2 		$2K Buy
+100
New +$2.11K ﹤0.01% 7119
2018
Q1 		– Sell
-5,803
Closed -$116K – 7565
2017
Q4 		$116K Buy
+5,803
New +$118K 0.01% 1687

Other funds holding COBZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Simplex Trading's COBZ Position: Q3 2018 in Review

Simplex Trading sold out of CoBiz Financial,Inc (COBZ) in Q3 2018, closing a stake of 100 shares — an estimated $2K sold.

Simplex Trading first reported a position in COBZ in Q4 2017 and held it in 2 quarters. The position peaked at $116K in Q4 2017. 115 funds tracked by Wall St. Rank hold COBZ as of Q3 2018.

  • Simplex Trading reported no remaining CoBiz Financial,Inc position as of Q3 2018 after selling out during the quarter.
  • Simplex Trading sold 100 CoBiz Financial,Inc shares in Q3 2018, an estimated $2K.
  • Simplex Trading first reported a position in CoBiz Financial,Inc in Q4 2017 and held it in 2 quarters.
  • Simplex Trading's CoBiz Financial,Inc position peaked at $116K in Q4 2017.
  • 115 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2018.

Based on Simplex Trading's 13F filing for Q3 2018, filed 23 Oct 2018.