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Institutional Investment Manager
COBIZ WEALTH, LLC
COBIZ WEALTH, LLC (CIK: 0001324659) incorporated in Colorado, located at 1401 Lawrence Street, Denver, CO. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001324659-15-000002) filed in 2015.01.21
#
Name
Shares
Value ($)
%
Options
Notes
101 SCHLUMBERGER LTD 75,517 6,450 1.48%
102 SELECT SECTOR SPDR TR 5,570 441 0.10%
103 SONIC CORP 41,966 1,143 0.26%
104 SOUTHWEST AIRLS CO 8,220 348 0.08%
105 SPDR DOW JONES REIT ETF 4,103 373 0.09%
106 SPDR S&P 500 ETF TR 1,536 316 0.07%
107 SPDR SER TR 236,611 18,645 4.27%
108 STATE STR CORP 2,575 202 0.05%
109 STIFEL FINL CORP SR NT 22 78,370 2,014 0.46%
110 SVB CAP II PFD TR GTD 7 48,065 1,235 0.28%
111 TRAVELERS COMPANIES INC 63,771 6,750 1.54%
112 UBS AG JERSEY BRH 191,495 7,775 1.78%
113 UNION PAC CORP 83,665 9,967 2.28%
114 UNITEDHEALTH GROUP INC 52,976 5,355 1.23%
115 US BANCORP DEL 39,357 1,769 0.40%
116 VANGUARD INDEX FDS 10,463 848 0.19%
117 VANGUARD INDEX FDS 3,273 347 0.08%
118 VANGUARD INTL EQUITY INDEX F 7,460 299 0.07%
119 VANGUARD SCOTTSDALE FDS 7,076 563 0.13%
120 WABTEC CORP 70,263 6,105 1.40%
121 WALGREENS BOOTS ALLIANCE INC 8,783 669 0.15%
122 WATERS CORP 3,149 355 0.08%
123 WELLS FARGO & CO NEW 172,989 9,483 2.17%
124 WISDOMTREE TR 4,326 401 0.09%
125 WISDOMTREE TR 136,973 8,435 1.93%
126 WISDOMTREE TR 40,253 2,855 0.65%
127 WISDOMTREE TR 4,566 378 0.09%
128 WISDOMTREE TR 5,409 404 0.09%
129 WISDOMTREE TR 6,741 291 0.07%
130 XCEL ENERGY INC 8,251 296 0.07%
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