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Acrospire Investment Management’s CBIZ CBZ Stock Holding History

Acrospire Investment Management’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,273
Closed -$79K – 241
2017
Q2 		$79K Sell
5,273
-101
-2% -$1.51K 0.07% 408
2017
Q1 		$73K Sell
5,374
-7,503
-58% -$101K 0.06% 571
2016
Q4 		$176K Buy
12,877
+688
+6% +$8.34K 0.07% 453
2016
Q3 		$136K Buy
12,189
+4,989
+69% +$55.4K 0.09% 322
2016
Q2 		$75K Buy
7,200
+1,000
+16% +$10.3K 0.06% 728
2016
Q1 		$63K Buy
+6,200
New +$62.8K 0.04% 717

Other funds holding CBZ

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Acrospire Investment Management's CBZ Position: Q3 2017 in Review

Acrospire Investment Management sold out of CBIZ (CBZ) in Q3 2017, closing a stake of 5,273 shares — an estimated $79K sold.

Acrospire Investment Management first reported a position in CBZ in Q1 2016 and held it in 6 quarters. The position peaked at $176K in Q4 2016. 127 funds tracked by Wall St. Rank hold CBZ as of Q3 2017.

  • Acrospire Investment Management reported no remaining CBIZ position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 5,273 CBIZ shares in Q3 2017, an estimated $79K.
  • Acrospire Investment Management first reported a position in CBIZ in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's CBIZ position peaked at $176K in Q4 2016.
  • 127 funds tracked by Wall St. Rank held CBIZ as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.