Advocacy Wealth Management Services’s CBIZ CBZ Stock Holding History

Advocacy Wealth Management Services’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	-5,000	Closed	-$98K	–	140
2018 Q4	$98K	Hold	5,000	–	–	0.07%	18
2018 Q3	$118K	Hold	5,000	–	–	0.07%	18
2018 Q2	$115K	Sell	5,000 -2,000	-29%	-$40.4K	0.08%	17
2018 Q1	$128K	Sell	7,000 -16,000	-70%	-$278K	0.09%	18
2017 Q4	$355K	Sell	23,000 -7,000	-23%	-$110K	0.24%	13
2017 Q3	$488K	Hold	30,000	–	–	0.2%	17
2017 Q2	$450K	Sell	30,000 -5,000	-14%	-$74.9K	0.16%	29
2017 Q1	$474K	Sell	35,000 -5,000	-13%	-$67.2K	0.17%	30
2016 Q4	$548K	Hold	40,000	–	–	0.16%	26
2016 Q3	$448K	Hold	40,000	–	–	0.17%	35
2016 Q2	$416K	Sell	40,000 -1,009	-2%	-$10.4K	0.21%	42
2016 Q1	$414K	Hold	41,009	–	–	0.29%	58
2015 Q4	$404K	Buy	+41,009	New	+$434K	0.46%	55
2013 Q3	$8K	Hold	1,009	–	–	0.02%	228
2013 Q2	$7K	Buy	+1,009	New	+$6.54K	0.03%	191

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $210M AUM 1.23% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's CBZ Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of CBIZ (CBZ) in Q1 2019, closing a stake of 5,000 shares — an estimated $98K sold.

Advocacy Wealth Management Services first reported a position in CBZ in Q2 2013 and held it in 15 quarters. The position peaked at $548K in Q4 2016. 145 funds tracked by Wall St. Rank hold CBZ as of Q1 2019.

Advocacy Wealth Management Services reported no remaining CBIZ position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 5,000 CBIZ shares in Q1 2019, an estimated $98K.
Advocacy Wealth Management Services first reported a position in CBIZ in Q2 2013 and held it in 15 quarters.
Advocacy Wealth Management Services's CBIZ position peaked at $548K in Q4 2016.
145 funds tracked by Wall St. Rank held CBIZ as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.