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Clarkston Capital Partners’s CBIZ CBZ Stock Holding History

Clarkston Capital Partners’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
2015
Q1 		– Sell
-44,298
Closed -$379K – 142
2014
Q4 		$379K Buy
+44,298
New +$382K 0.06% 152

Other funds holding CBZ

Fidelity Investments
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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clarkston Capital Partners's CBZ Position: Q1 2015 in Review

Clarkston Capital Partners sold out of CBIZ (CBZ) in Q1 2015, closing a stake of 44,298 shares — an estimated $379K sold.

Clarkston Capital Partners first reported a position in CBZ in Q4 2014 and held it in 1 quarter. The position peaked at $379K in Q4 2014. 118 funds tracked by Wall St. Rank hold CBZ as of Q1 2015.

  • Clarkston Capital Partners reported no remaining CBIZ position as of Q1 2015 after selling out during the quarter.
  • Clarkston Capital Partners sold 44,298 CBIZ shares in Q1 2015, an estimated $379K.
  • Clarkston Capital Partners first reported a position in CBIZ in Q4 2014 and held it in 1 quarter.
  • Clarkston Capital Partners's CBIZ position peaked at $379K in Q4 2014.
  • 118 funds tracked by Wall St. Rank held CBIZ as of Q1 2015.

Based on Clarkston Capital Partners's 13F filing for Q1 2015, filed 21 Apr 2015.