SIA
COBZ

Sit Investment Associates’s CoBiz Financial,Inc COBZ Stock Holding History

Sit Investment Associates’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
Q2 		– Sell
-31,075
Closed -$609K – 577
2018
Q1 		$609K Buy
31,075
+5,800
+23% +$116K 0.02% 397
2017
Q4 		$505K Buy
25,275
+4,900
+24% +$99.3K 0.01% 423
2017
Q3 		$400K Hold
20,375
– – 0.01% 439
2017
Q2 		$355K Buy
20,375
+2,625
+15% +$43.2K 0.01% 444
2017
Q1 		$298K Buy
+17,750
New +$304K 0.01% 445

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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Sit Investment Associates's COBZ Position: Q2 2018 in Review

Sit Investment Associates sold out of CoBiz Financial,Inc (COBZ) in Q2 2018, closing a stake of 31,075 shares — an estimated $609K sold.

Sit Investment Associates first reported a position in COBZ in Q1 2017 and held it in 5 quarters. The position peaked at $609K in Q1 2018. 118 funds tracked by Wall St. Rank hold COBZ as of Q2 2018.

  • Sit Investment Associates reported no remaining CoBiz Financial,Inc position as of Q2 2018 after selling out during the quarter.
  • Sit Investment Associates sold 31,075 CoBiz Financial,Inc shares in Q2 2018, an estimated $609K.
  • Sit Investment Associates first reported a position in CoBiz Financial,Inc in Q1 2017 and held it in 5 quarters.
  • Sit Investment Associates's CoBiz Financial,Inc position peaked at $609K in Q1 2018.
  • 118 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q2 2018.

Based on Sit Investment Associates's 13F filing for Q2 2018, filed 19 Jul 2018.