COBIZ WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q2 2019
Location
Denver, CO
CIK
0001324659
Alternate names
COBIZ INVESTMENT MANAGEMENT, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2019 113 505,511 RSP, SDY, IJR, AMZN 13F-HR 7/8/2019 000132465919000009
Q1 2019 117 518,957 RSP, SDY, IJR, AMZN RESTATEMENT 4/18/2019 000132465919000007
Q4 2018 128 455,161 RSP, SDY, IJR, AMZN 13F-HR 1/15/2019 000132465919000002
Q3 2018 130 520,755 RSP, IJR, SDY, AAPL 13F-HR 10/9/2018 000132465918000008
Q2 2018 131 492,764 RSP, IJR, SDY, AAPL 13F-HR 7/10/2018 000132465918000006
Q1 2018 131 472,720 POWERSHARES S&P 500 EQ WEIGHT, SDY, IJR, AAPL 13F-HR 4/13/2018 000132465918000004
Q4 2017 132 478,515 RSP.MX, SDY, IJR, AAPL 13F-HR 1/23/2018 000132465918000002
Q3 2017 126 456,234 RSP.MX, SDY, IJR, AAPL 13F-HR 10/16/2017 000132465917000008
Q2 2017 132 448,546 RSP.MX, SDY, IJR, AAPL 13F-HR 7/11/2017 000132465917000006
Q1 2017 134 446,898 RSP.MX, SDY, IJR, AAPL 13F-HR 4/17/2017 000132465917000004
Q4 2016 138 424,743 RSP.MX, SDY, IJR, AAPL 13F-HR 2/3/2017 000132465917000002
Q3 2016 134 414,875 RSP.MX, SDY, IJR, AAPL 13F-HR 10/11/2016 000132465916000017
Q2 2016 135 397,174 RSP.MX, SDY, IJR, AAPL 13F-HR 8/1/2016 000132465916000015
Q1 2016 141 407,638 RSP.MX, SDY, IJR, AAPL 13F-HR 4/26/2016 000132465916000013
Q4 2015 143 423,077 RSP.MX, SDY, IJR, AAPL 13F-HR 2/1/2016 000132465916000011
Q3 2015 137 411,606 RSP.MX, SDY, IJR, AAPL 13F-HR 10/26/2015 000132465915000009
Q2 2015 136 447,642 RSP.MX, SDY, IJR, AAPL 13F-HR 7/29/2015 000132465915000007
Q1 2015 128 447,917 RSP.MX, SDY, IJR, AAPL 13F-HR 4/27/2015 000132465915000004
Q4 2014 130 437,132 RSP.MX, SDY, IJR, UNP 13F-HR 1/21/2015 000132465915000002
Q3 2014 127 429,602 RSP.MX, SDY, IJR, MLPI 13F-HR 10/16/2014 000132465914000008
Q2 2014 125 432,735 RSP.MX, SDY, IJR, AMLP 13F-HR 7/29/2014 000132465914000006
Q1 2014 120 418,861 SDY, RSP.MX, IJR, JPM 13F-HR 4/29/2014 000132465914000004
Q4 2013 120 418,797 SDY, RSP.MX, DHS, AMLP 13F-HR 1/31/2014 000132465914000002
Additional filings from Cobiz Wealth, LLC that have since been restated