IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cobiz Investment Management, LLC

Q4 2018 Holdings

Filed 2019-01-15 | 128 holdings | $17.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Black Hills Corp COM(BKH)COM092113109$97015,4570.0%
Alps ETF TR Alerian MLP(AMLPUSD)ETF00162Q866$996114,1350.0%
Fidelity Consmr Staples(FSTA)COM316092303$1.0K32,8340.0%
Abbott Labs COM(ABT)COM002824100$1.0K13,9510.0%
Ishares TR Msci Eafe ETF(EFA)ETF464287465$1.0K17,4480.0%
Ishares TR S&P MC 400VL ETF(IJJ)ETF464287705$1.1K8,0390.0%
Exxon Mobil Corp COM(XOM)COM30231G102$1.1K16,4460.0%
Ishares TR S&P 500 VAL ETF(IVE)ETF464287408$1.1K11,1060.0%
Wells Fargo Co New COM(WFC)COM949746101$1.2K25,8370.0%
Ishares TR Msci EMG MKT ETF(EEM)ETF464287234$1.2K31,2380.0%
UBS AG Jersey BRH Alerian InfrETF902641646$1.2K62,6700.0%
Ishares TR S&P SML 600 GWT(IJT)ETF464287887$1.3K7,8430.0%
Ishares TR RUS 2000 VAL ETF(IWN)ETF464287630$1.3K12,0750.0%
Ishares TR S&P 500 Grwt ETF(IVW)ETF464287309$1.3K8,9030.0%
Ishares TR SP Smcp600vl ETF(IJS)ETF464287879$1.4K10,3550.0%
Nike Inc CL B(NKE)COM654106103$1.4K19,0110.0%
Wells Fargo Co New DEP 1/1000PFD949746465$1.7K64,5750.0%
Citigroup Inc COM New(C)COM172967424$1.7K33,2440.0%
Citigroup Inc DEP SHS PFD SPFD172967317$1.8K70,3150.0%
Celgene Corp COM(CELG)COM151020104$2.0K30,8580.0%
Vanguard Intl Equity Index FD(VWO)ETF922042858$2.0K53,4210.0%
Schlumberger LTD COM(SLB)COM806857108$2.1K56,8280.0%
Comerica Inc COM(CMA)COM200340107$2.1K31,0060.0%
Ishares TR RUS 1000 VAL ETF(IWD)ETF464287598$2.3K20,8130.0%
Anadarko Pete Corp COM(APC3EUR)COM032511107$2.4K55,7510.0%
Fidelity Msci Hlth Care I(FHLC)COM316092600$2.5K61,4940.0%
Pioneer NAT RES Co COM(PXDEUR)COM723787107$2.6K20,0240.0%
Discover Finl Svcs COM(DFSEUR)COM254709108$2.7K45,3340.0%
Stifel Finl Corp Dshs 1/40 PFPFD860630409$2.8K117,1650.0%
Fidelity Msci Energy IDX(FENY)COM316092402$3.0K192,0920.0%
Expedia Group Inc COM New(EXPE)COM30212P303$3.7K32,6980.0%
Fedex Corp COM(FDX)COM31428X106$3.9K24,4450.0%
BlackRock Inc COM(BLKCHF)COM09247X101$4.2K10,6180.0%
Stryker Corp COM(SYK)COM863667101$4.3K27,3120.0%
Fidelity Msci Finls IDX(FNCL)COM316092501$4.3K125,5340.0%
Travelers Companies Inc COM(TRV)COM89417E109$4.6K38,6260.0%
Zoetis Inc CL A(ZTS)COM98978V103$4.6K54,0900.0%
Vanguard TAX Managed Intl FD F(VEA)ETF921943858$4.8K130,1920.0%
Wisdomtree TR US High Dividend(DHS)ETF97717W208$4.8K74,2920.0%
Thermo Fisher Scientific Inc C(TMO)COM883556102$4.9K22,0520.0%
EOG RES Inc COM(EOG)COM26875P101$5.1K58,0370.0%
Disney Walt Co COM Disney(DIS)COM254687106$5.2K47,5790.0%
Boeing Co COM(BA)COM097023105$5.3K16,3900.0%
Pepsico Inc COM(PEP)COM713448108$5.4K48,4440.0%
Chevron Corp New COM(CVX)COM166764100$5.5K50,3850.0%
Amphenol Corp New CL A(APH)COM032095101$5.8K72,0670.0%
Wisdomtree TR US Smallcap Divd(DES)ETF97717W604$5.9K238,5140.0%
Lowes COS Inc COM(LOW)COM548661107$6.1K66,4220.0%
Ultimate Software Group Inc CoCOM90385D107$6.1K25,0800.0%
Ecolab Inc COM(ECL)COM278865100$6.6K44,5060.0%
PreviousPage 2 of 3Next