Advantage Investment Management’s CBIZ CBZ Stock Holding History

Advantage 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
2019 Q1	–	Sell	-85	Closed	-$2K	–	929
2018 Q4	$2K	Hold	85	–	–	﹤0.01%	890
2018 Q3	$2K	Hold	85	–	–	﹤0.01%	934
2018 Q2	$2K	Hold	85	–	–	﹤0.01%	855
2018 Q1	$2K	Hold	85	–	–	﹤0.01%	897
2017 Q4	$1K	Hold	85	–	–	﹤0.01%	949
2017 Q3	$1K	Hold	85	–	–	﹤0.01%	973
2017 Q2	$1K	Buy	+85	New	+$1.27K	﹤0.01%	1005

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advantage Investment Management's CBZ Position: Q1 2019 in Review

Advantage Investment Management sold out of CBIZ (CBZ) in Q1 2019, closing a stake of 85 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in CBZ in Q2 2017 and held it in 7 quarters. The position peaked at $2K in Q4 2018. 145 funds tracked by Wall St. Rank hold CBZ as of Q1 2019.

Advantage Investment Management reported no remaining CBIZ position as of Q1 2019 after selling out during the quarter.
Advantage Investment Management sold 85 CBIZ shares in Q1 2019, an estimated $2K.
Advantage Investment Management first reported a position in CBIZ in Q2 2017 and held it in 7 quarters.
Advantage Investment Management's CBIZ position peaked at $2K in Q4 2018.
145 funds tracked by Wall St. Rank held CBIZ as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.