0001324659-14-000002.txt : 20140131 0001324659-14-000002.hdr.sgml : 20140131 20140131170435 ACCESSION NUMBER: 0001324659-14-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140131 DATE AS OF CHANGE: 20140131 EFFECTIVENESS DATE: 20140131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COBIZ INVESTMENT MANAGEMENT, LLC CENTRAL INDEX KEY: 0001324659 IRS NUMBER: 421578585 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11324 FILM NUMBER: 14565525 BUSINESS ADDRESS: STREET 1: 1099 18TH STREET STREET 2: SUITE 2810 CITY: DENVER STATE: CO ZIP: 80202 BUSINESS PHONE: 303-298-1858 MAIL ADDRESS: STREET 1: 1099 18TH STREET STREET 2: SUITE 2810 CITY: DENVER STATE: CO ZIP: 80202 FORMER COMPANY: FORMER CONFORMED NAME: Alexander Capital Management Group, LLC DATE OF NAME CHANGE: 20050422 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001324659 XXXXXXXX 12-31-2013 12-31-2013 COBIZ INVESTMENT MANAGEMENT, LLC

1099 18TH STREET SUITE 2810 DENVER CO 80202

13F HOLDINGS REPORT 028-11324 N Rita Koch Day 303-294-1481 Rita Koch Day Denver CO 01-31-2014 0 120 418790 false INFORMATION TABLE 2 123113.xml BOSTON PRIVATE FINL HLDGS INC PFD 101119303 374 17500 SH SOLE 17500 0 0 CITIGROUP CAP XVII TRUPS 6.35% PFD 17311H209 381 15200 SH SOLE 15200 0 0 MERRILL LYNCH CAP TR II PFD GD PFD 59024T203 491 19949 SH SOLE 19949 0 0 PRIVATEBANCORP INC SUB DEB 42 PFD 742962400 1011 42481 SH SOLE 42481 0 0 STIFEL FINL CORP SR NT 22 PFD 860630300 316 12650 SH SOLE 12650 0 0 SVB CAP II PFD TR GTD 7% PFD 86959H201 1286 51065 SH SOLE 51065 0 0 ISHARES TR CORE STRM USBD ETF 46432F859 266 2653 SH SOLE 2653 0 0 ABBOTT LABS COM COM 002824100 5794 151155 SH SOLE 151155 0 0 ABBVIE INC COM COM 00287Y109 343 6501 SH SOLE 6501 0 0 ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 7800 94866 SH SOLE 94866 0 0 ADVANCED EMISSIONS SOLUTS INC COM 00770C101 323 5958 SH SOLE 5958 0 0 AMPHENOL CORP NEW CL A COM 032095101 6811 76371 SH SOLE 76371 0 0 ANADARKO PETE CORP COM COM 032511107 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8795 SH SOLE 8795 0 0 ISHARES SP SMCP600VL ETF ETF 464287879 931 8368 SH SOLE 8368 0 0 WISDOMTREE TR SMALLCAP DIVID ETF 97717W604 2373 35005 SH SOLE 35005 0 0 ISHARES MSCI EAFE ETF ETF 464287465 3142 46824 SH SOLE 46824 0 0 ISHARES MSCI EMG MKT ETF ETF 464287234 2418 57848 SH SOLE 57848 0 0 VANGUARD INTL EQUITY INDEX FD ETF 922042858 538 13077 SH SOLE 13077 0 0 WISDOMTREE TR EMERG MKTS ETF ETF 97717W315 1281 25096 SH SOLE 25096 0 0 WISDOMTREE TR EMG MKTS SMCAP ETF 97717W281 1003 21760 SH SOLE 21760 0 0 INDEXIQ ETF TR HEDGE MLTI ETF ETF 45409B107 3610 124598 SH SOLE 124598 0 0 BARCLAYS BK PLC DJUBS CMDT ETN ETF 06738C778 237 6440 SH SOLE 6440 0 0 INDEXIQ ETF TR IQ GLB RES ETF ETF 45409B883 910 32034 SH SOLE 32034 0 0 ALPS ETF TR ALERIAN MLP ETF 00162Q866 9586 538831 SH SOLE 538831 0 0 UBS AG JERSEY BRH ALERIAN INFR ETF 902641646 3869 98121 SH SOLE 98121 0 0 SPDR SERIES TRUST DJ REIT ETF ETF 78464A607 294 4130 SH SOLE 4130 0 0 VANGUARD INDEX FDS REIT ETF ETF 922908553 785 12154 SH SOLE 12154 0 0