VFA
COBZ

Virtus Fund Advisers’s CoBiz Financial,Inc COBZ Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-3,058
Closed -$33K – 2788
2014
Q2 		$33K Buy
+3,058
New +$32.3K ﹤0.01% 2151

Other funds holding COBZ

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HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BA
Broadview Advisors Milwaukee, Wisconsin $324M AUM 0.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Virtus Fund Advisers's COBZ Position: Q3 2014 in Review

Virtus Fund Advisers sold out of CoBiz Financial,Inc (COBZ) in Q3 2014, closing a stake of 3,058 shares — an estimated $33K sold.

Virtus Fund Advisers first reported a position in COBZ in Q2 2014 and held it in 1 quarter. The position peaked at $33K in Q2 2014. 99 funds tracked by Wall St. Rank hold COBZ as of Q3 2014.

  • Virtus Fund Advisers reported no remaining CoBiz Financial,Inc position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 3,058 CoBiz Financial,Inc shares in Q3 2014, an estimated $33K.
  • Virtus Fund Advisers first reported a position in CoBiz Financial,Inc in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's CoBiz Financial,Inc position peaked at $33K in Q2 2014.
  • 99 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.