VFA
COBZ

Valeo Financial Advisors’s CoBiz Financial,Inc COBZ Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-3,203
Closed -$64K – 1660
2017
Q4 		$64K Buy
3,203
+1,450
+83% +$29.4K 0.01% 433
2017
Q3 		$34K Buy
+1,753
New +$30.5K 0.01% 476

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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Valeo Financial Advisors's COBZ Position: Q1 2018 in Review

Valeo Financial Advisors sold out of CoBiz Financial,Inc (COBZ) in Q1 2018, closing a stake of 3,203 shares — an estimated $64K sold.

Valeo Financial Advisors first reported a position in COBZ in Q3 2017 and held it in 2 quarters. The position peaked at $64K in Q4 2017. 108 funds tracked by Wall St. Rank hold COBZ as of Q1 2018.

  • Valeo Financial Advisors reported no remaining CoBiz Financial,Inc position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,203 CoBiz Financial,Inc shares in Q1 2018, an estimated $64K.
  • Valeo Financial Advisors first reported a position in CoBiz Financial,Inc in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's CoBiz Financial,Inc position peaked at $64K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.