COBIZ WEALTH, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, COBIZ WEALTH, LLC opened 4 positions, added to 25, reduced 47, sold out of 2 and left 3 unchanged. The largest increase in value was EOG (+$2,360,000); the largest decrease was WAB (-$3,275,000).
- ADBE: Country of operation United States; Class COM; Shares 2016-06-30 2,600; Shares 2016-09-30 2,600.
- MO: Country of operation United States; Class COM; Shares 2016-06-30 3,400; Shares 2016-09-30 3,400.
- PM: Country of operation United States; Class COM; Shares 2016-06-30 2,106; Shares 2016-09-30 2,106.
Two Form 13F-HR filings compared (SEC CIK 1324659): 2016-06-30 (filed 2016-08-01) and 2016-09-30 (filed 2016-10-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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