Cowen Prime Advisors’s CBIZ CBZ Stock Holding History

Cowen Prime Advisors’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 Q4	–	Sell	-1,000	Closed	-$11K	–	193
2016 Q3	$11K	Hold	1,000	–	–	0.01%	205
2016 Q2	$10K	Hold	1,000	–	–	﹤0.01%	191
2016 Q1	$10K	Hold	1,000	–	–	﹤0.01%	192
2015 Q4	$10K	Hold	1,000	–	–	﹤0.01%	191
2015 Q3	$10K	Hold	1,000	–	–	﹤0.01%	202
2015 Q2	$10K	Hold	1,000	–	–	﹤0.01%	206
2015 Q1	$9K	Hold	1,000	–	–	﹤0.01%	250
2014 Q4	$9K	Hold	1,000	–	–	﹤0.01%	264
2014 Q3	$8K	Hold	1,000	–	–	﹤0.01%	260
2014 Q2	$9K	Hold	1,000	–	–	﹤0.01%	222
2014 Q1	$9K	Hold	1,000	–	–	﹤0.01%	232
2013 Q4	$9K	Hold	1,000	–	–	﹤0.01%	229
2013 Q3	$7K	Hold	1,000	–	–	﹤0.01%	237
2013 Q2	$7K	Buy	+1,000	New	+$6.48K	﹤0.01%	235

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

CCMLC

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

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

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

BFA

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

PCP

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

BIT

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

Cowen Prime Advisors's CBZ Position: Q4 2016 in Review

Cowen Prime Advisors sold out of CBIZ (CBZ) in Q4 2016, closing a stake of 1,000 shares — an estimated $11K sold.

Cowen Prime Advisors first reported a position in CBZ in Q2 2013 and held it in 14 quarters. The position peaked at $11K in Q3 2016. 122 funds tracked by Wall St. Rank hold CBZ as of Q4 2016.

Cowen Prime Advisors reported no remaining CBIZ position as of Q4 2016 after selling out during the quarter.
Cowen Prime Advisors sold 1,000 CBIZ shares in Q4 2016, an estimated $11K.
Cowen Prime Advisors first reported a position in CBIZ in Q2 2013 and held it in 14 quarters.
Cowen Prime Advisors's CBIZ position peaked at $11K in Q3 2016.
122 funds tracked by Wall St. Rank held CBIZ as of Q4 2016.

Based on Cowen Prime Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.