COBIZ INVESTMENT MANAGEMENT, LLC Information

1099 18TH STREET, DENVER, Colorado, 80202, (303) 298-1858

Report Date: 03/31/2015

Position Statistics

Total Positions 135
New Positions 6
Increased Positions 48
Decreased Positions 72
Positions with Activity 120
Sold Out Positions 7
Total Mkt Value (in $ millions) 456

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.21%
Capital Goods 2.77%
Conglomerates 0%
Consumer Cyclical 4.39%
Consumer/Non-Cyclical 5.97%
Energy 4.49%
Financial 44.61%
Healthcare 7.66%
Services 6.98%
Technology 16.15%
Transportation 4.35%
Utilities 0.06%

6 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FACEBOOK INC CL A 4,412 4,412 New 55,606
3M CO COM 3,308 3,308 New 20,726
CELGENE CORP COM 2,924 2,924 New 25,550
WISDOMTREE TR EUROPE HEDGED EQ 1,792 1,792 New 27,246
ISHARES TR RUS 2000 GRW ETF 327 327 New 2,161
ISHARES TR 7-10 Y TR BD ETF 216 216 New 2,021


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