FCA
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FinTrust Capital Advisors’s CBIZ CBZ Stock Holding History

FinTrust Capital 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
2019
Q2 		– Sell
-1,131
Closed -$23K – 1077
2019
Q1 		$23K Buy
1,131
+146
+15% +$2.95K 0.01% 567
2018
Q4 		$19K Buy
+985
New +$21K 0.01% 608

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BAM
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CCMLC
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PCP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
First Manhattan
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return