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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

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FinTrust Capital Advisors's CBZ Position: Q2 2019 in Review

FinTrust Capital Advisors sold out of CBIZ (CBZ) in Q2 2019, closing a stake of 1,131 shares — an estimated $23K sold.

FinTrust Capital Advisors first reported a position in CBZ in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 140 funds tracked by Wall St. Rank hold CBZ as of Q2 2019.

  • FinTrust Capital Advisors reported no remaining CBIZ position as of Q2 2019 after selling out during the quarter.
  • FinTrust Capital Advisors sold 1,131 CBIZ shares in Q2 2019, an estimated $23K.
  • FinTrust Capital Advisors first reported a position in CBIZ in Q4 2018 and held it in 2 quarters.
  • FinTrust Capital Advisors's CBIZ position peaked at $23K in Q1 2019.
  • 140 funds tracked by Wall St. Rank held CBIZ as of Q2 2019.

Based on FinTrust Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.