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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
1 CERES, INC. 10,666 3 0.00%
2 HARVEST NATURAL RESOURCES IN 14,290 26 0.01%
3 STATE STR CORP 2,575 202 0.05%
4 MERCK & CO INC 3,650 207 0.05%
5 ALLEGHANY CORP 469 217 0.05%
6 KEURIG GREEN MTN INC 1,818 241 0.06%
7 ADVANCED EMISSIONS SOLUTS IN 10,600 242 0.06%
8 GENERAL DYNAMICS CORP 1,774 244 0.06%
9 BP PLC 7,180 274 0.06%
10 WISDOMTREE TR 6,741 291 0.07%
11 BOEING CO 2,239 291 0.07%
12 XCEL ENERGY INC 8,251 296 0.07%
13 VANGUARD INTL EQUITY INDEX F 7,460 299 0.07%
14 SPDR S&P 500 ETF TR 1,536 316 0.07%
15 PFIZER INC 10,298 321 0.07%
16 PPG INDS INC 1,400 324 0.07%
17 VANGUARD INDEX FDS 3,273 347 0.08%
18 SOUTHWEST AIRLS CO 8,220 348 0.08%
19 WATERS CORP 3,149 355 0.08%
20 ISHARES TR 3,253 363 0.08%
21 SPDR DOW JONES REIT ETF 4,103 373 0.09%
22 WISDOMTREE TR 4,566 378 0.09%
23 ABBVIE INC 5,778 378 0.09%
24 WISDOMTREE TR 4,326 401 0.09%
25 WISDOMTREE TR 5,409 404 0.09%
26 PRINCIPAL FIN GROUP 8,098 421 0.10%
27 COCA COLA CO 9,977 421 0.10%
28 BOSTON PRIVATE FINL HLDGS INC DEP SHS 17,000 425 0.10%
29 SELECT SECTOR SPDR TR 5,570 441 0.10%
30 MORGAN STANLEY CP TR III 17,400 444 0.10%
31 KONINKLIJKE PHILIPS N V 15,453 448 0.10%
32 ISHARES TR 3,771 451 0.10%
33 ROYAL DUTCH SHELL PLC 7,144 478 0.11%
34 MICROSOFT CORP 10,431 485 0.11%
35 PETSMART 6,569 534 0.12%
36 PRAXAIR INC 4,228 548 0.13%
37 Merrill Lynch Capital Trust II 21,949 555 0.13%
38 VANGUARD SCOTTSDALE FDS 7,076 563 0.13%
39 NATIONAL OILWELL VARCO INC 8,894 583 0.13%
40 AT&T INC 17,637 592 0.14%
41 INTEL CORP 17,603 639 0.15%
42 WALGREENS BOOTS ALLIANCE INC 8,783 669 0.15%
43 INTERNATIONAL BUSINESS MACHS 4,214 676 0.15%
44 ISHARES TR 5,901 722 0.17%
45 E M C CORP MASS COM 24,944 742 0.17%
46 BERKSHIRE HATHAWAY INC DEL 4,967 746 0.17%
47 ISHARES TR 7,734 775 0.18%
48 BAXTER INTL INC 10,839 794 0.18%
49 DONALDSON INC 20,742 801 0.18%
50 VANGUARD INDEX FDS 10,463 848 0.19%
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