Taylor Wealth Management Partners’s CoBiz Financial,Inc COBZ Stock Holding History

Taylor Wealth Management Partners’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	-130,848	Closed	-$2.81M	–	151
2018 Q2	$2.81M	Sell	130,848 -2,025	-2%	-$42.7K	1.25%	29
2018 Q1	$2.6M	Sell	132,873 -8,107	-6%	-$163K	1.25%	27
2017 Q4	$2.82M	Sell	140,980 -215	-0.2%	-$4.36K	1.2%	31
2017 Q3	$2.77M	Sell	141,195 -7,540	-5%	-$131K	1.24%	34
2017 Q2	$2.59M	Sell	148,735 -2,775	-2%	-$45.7K	1.17%	31
2017 Q1	$2.54M	Buy	151,510 +5,745	+4%	+$98.3K	1.15%	32
2016 Q4	$2.46M	Buy	+145,765	New	+$2.13M	1.14%	34
2015 Q4	–	Sell	-187	Closed	-$2K	–	172
2015 Q3	$2K	Buy	+187	New	+$2.41K	﹤0.01%	147

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

Taylor Wealth Management Partners's COBZ Position: Q3 2018 in Review

Taylor Wealth Management Partners sold out of CoBiz Financial,Inc (COBZ) in Q3 2018, closing a stake of 130,848 shares — an estimated $2.81M sold.

Taylor Wealth Management Partners first reported a position in COBZ in Q3 2015 and held it in 8 quarters. The position peaked at $2.82M in Q4 2017. 115 funds tracked by Wall St. Rank hold COBZ as of Q3 2018.

Taylor Wealth Management Partners reported no remaining CoBiz Financial,Inc position as of Q3 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 130,848 CoBiz Financial,Inc shares in Q3 2018, an estimated $2.81M.
Taylor Wealth Management Partners first reported a position in CoBiz Financial,Inc in Q3 2015 and held it in 8 quarters.
Taylor Wealth Management Partners's CoBiz Financial,Inc position peaked at $2.82M in Q4 2017.
115 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2018, filed 23 Oct 2018.