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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 MORGAN STANLEY CP TR III 17,400 444 0.10%
102 SELECT SECTOR SPDR TR 5,570 441 0.10%
103 BOSTON PRIVATE FINL HLDGS INC DEP SHS 17,000 425 0.10%
104 COCA COLA CO 9,977 421 0.10%
105 PRINCIPAL FIN GROUP 8,098 421 0.10%
106 WISDOMTREE TR 5,409 404 0.09%
107 WISDOMTREE TR 4,326 401 0.09%
108 ABBVIE INC 5,778 378 0.09%
109 WISDOMTREE TR 4,566 378 0.09%
110 SPDR DOW JONES REIT ETF 4,103 373 0.09%
111 ISHARES TR 3,253 363 0.08%
112 WATERS CORP 3,149 355 0.08%
113 SOUTHWEST AIRLS CO 8,220 348 0.08%
114 VANGUARD INDEX FDS 3,273 347 0.08%
115 PPG INDS INC 1,400 324 0.07%
116 PFIZER INC 10,298 321 0.07%
117 SPDR S&P 500 ETF TR 1,536 316 0.07%
118 VANGUARD INTL EQUITY INDEX F 7,460 299 0.07%
119 XCEL ENERGY INC 8,251 296 0.07%
120 BOEING CO 2,239 291 0.07%
121 WISDOMTREE TR 6,741 291 0.07%
122 BP PLC 7,180 274 0.06%
123 GENERAL DYNAMICS CORP 1,774 244 0.06%
124 ADVANCED EMISSIONS SOLUTS IN 10,600 242 0.06%
125 KEURIG GREEN MTN INC 1,818 241 0.06%
126 ALLEGHANY CORP 469 217 0.05%
127 MERCK & CO INC 3,650 207 0.05%
128 STATE STR CORP 2,575 202 0.05%
129 HARVEST NATURAL RESOURCES IN 14,290 26 0.01%
130 CERES, INC. 10,666 3 0.00%
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