0001324659-17-000004.txt : 20170417
0001324659-17-000004.hdr.sgml : 20170417
20170417133444
ACCESSION NUMBER: 0001324659-17-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170417
DATE AS OF CHANGE: 20170417
EFFECTIVENESS DATE: 20170417
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: COBIZ WEALTH, 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: 17764137
BUSINESS ADDRESS:
STREET 1: 1099 18TH STREET
STREET 2: SUITE 3000
CITY: DENVER
STATE: CO
ZIP: 80202
BUSINESS PHONE: 303-291-4700
MAIL ADDRESS:
STREET 1: 1099 18TH STREET
STREET 2: SUITE 3000
CITY: DENVER
STATE: CO
ZIP: 80202
FORMER COMPANY:
FORMER CONFORMED NAME: COBIZ INVESTMENT MANAGEMENT, LLC
DATE OF NAME CHANGE: 20100805
FORMER COMPANY:
FORMER CONFORMED NAME: Alexander Capital Management Group, LLC
DATE OF NAME CHANGE: 20050422
13F-HR
1
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13F-HR
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0001324659
XXXXXXXX
03-31-2017
03-31-2017
COBIZ WEALTH, LLC
1099 18TH STREET
SUITE 3000
DENVER
CO
80202
13F HOLDINGS REPORT
028-11324
N
Rita Koch Day
CCO
303-291-4700
Rita Koch Day
Denver
CO
04-17-2017
0
134
446900
false
INFORMATION TABLE
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437
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12500
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12500
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PFD
742962400
3400
129355
SH
SOLE
129355
0
0
STIFEL FINL CORP DSHS 1/40 PF
PFD
860630409
2588
99870
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SOLE
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0
SVB CAP II PFD TR GTD 7
PFD
86959H201
1403
53565
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WELLS FARGO & CO NEW DEP 1/100
PFD
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889
30450
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30450
0
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ETF
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19190
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19190
0
0
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COM
88579Y101
682
3567
SH
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3567
0
0
ABBOTT LABS COM
COM
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COM
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9906
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ACCENTURE PLC IRELAND SHS CLAS
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56488
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28
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COM
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2600
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COM
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11524
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COM
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319
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ALTRIA GROUP INC COM
COM
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3400
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COM
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10544
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COM
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COM
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APPLE INC COM
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COM
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13844
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COM
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COM
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COM
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CHEVRON CORP NEW COM
COM
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5494
51172
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CHURCH & DWIGHT INC COM
COM
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CIGNA CORPORATION COM
COM
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CISCO SYS INC COM
COM
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COM
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COM
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COM
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COM
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EXXON MOBIL CORP COM
COM
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F5 NETWORKS INC COM
COM
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COM
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COM
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ETF
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21
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ETF
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15435
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SOLE
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ETF
464287234
412
10459
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SOLE
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SOLE
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ETF
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11450
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ETF
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45670
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ETF
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367
3978
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SOLE
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ETF
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997
12072
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SOLE
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