Managers / Q2 2019
COBIZ WEALTH, LLC
CIK 0001324659 · 1401 LAWRENCE STREET, SUITE 1200, DENVER, CO, 80202 · 303-291-4700
Reported Value
$506M
Q2 2019
Positions
113
Filings on Record
4
2019–present window
Filed
Jul 8, 2019
original filing
Summary
Cobiz Wealth, Llc reported $506M in U.S.-listed holdings across 113 positions for Q2 2019.
Its largest position, RSP, represents 6.2% of the portfolio.
Compared with Q1 2019, the fund opened 5 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2019
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.