WC
COBZ

Walthausen & Co’s CoBiz Financial,Inc COBZ Stock Holding History

Walthausen & Co’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 		$1.46M Hold
74,363
– – 0.14% 103
2017
Q4 		$1.49M Sell
74,363
-970
-1% -$19.7K 0.14% 105
2017
Q3 		$1.48M Buy
+75,333
New +$1.31M 0.14% 104

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

Walthausen & Co's COBZ Position: Q1 2018 in Review

Walthausen & Co held its CoBiz Financial,Inc (COBZ) position steady in Q1 2018 at 74,363 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #103.

Walthausen & Co first reported a position in COBZ in Q3 2017 and has held it in 3 quarters since. The position peaked at $1.49M in Q4 2017. 108 funds tracked by Wall St. Rank hold COBZ as of Q1 2018.

  • Walthausen & Co held 74,363 shares of CoBiz Financial,Inc worth $1.46M as of Q1 2018.
  • Walthausen & Co left its CoBiz Financial,Inc share count unchanged in Q1 2018.
  • CoBiz Financial,Inc made up 0.14% of Walthausen & Co's portfolio in Q1 2018, its #103 holding.
  • Walthausen & Co first reported a position in CoBiz Financial,Inc in Q3 2017 and has held it in 3 quarters since.
  • Walthausen & Co's CoBiz Financial,Inc position peaked at $1.49M in Q4 2017.
  • 108 funds tracked by Wall St. Rank held CoBiz Financial,Inc as of Q1 2018.

Based on Walthausen & Co's 13F filing for Q1 2018, filed 14 May 2018.