Advisor Consultant Network’s CBIZ CBZ Stock Holding History

Advisor Consultant Network’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
2016 Q3	$249K	Buy	+22,213	New	+$247K	0.04%	188

Other funds holding CBZ

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

BAM

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

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

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

CCMLC

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

SAM

Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisor Consultant Network's CBZ Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in CBIZ (CBZ) in Q3 2016: 22,213 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

132 funds tracked by Wall St. Rank hold CBZ as of Q3 2016.

Advisor Consultant Network held 22,213 shares of CBIZ worth $249K as of Q3 2016.
CBIZ was a new Advisor Consultant Network position in Q3 2016.
CBIZ made up 0.04% of Advisor Consultant Network's portfolio in Q3 2016, its #188 holding.
132 funds tracked by Wall St. Rank held CBIZ as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.