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Frontier Wealth Management’s CBIZ CBZ Stock Holding History

Frontier Wealth Management’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
-13,498
Closed -$116K – 312
2014
Q4 		$116K Buy
+13,498
New +$116K 0.02% 256

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

Frontier Wealth Management's CBZ Position: Q1 2015 in Review

Frontier Wealth Management sold out of CBIZ (CBZ) in Q1 2015, closing a stake of 13,498 shares — an estimated $116K sold.

Frontier Wealth Management first reported a position in CBZ in Q4 2014 and held it in 1 quarter. The position peaked at $116K in Q4 2014. 118 funds tracked by Wall St. Rank hold CBZ as of Q1 2015.

  • Frontier Wealth Management reported no remaining CBIZ position as of Q1 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 13,498 CBIZ shares in Q1 2015, an estimated $116K.
  • Frontier Wealth Management first reported a position in CBIZ in Q4 2014 and held it in 1 quarter.
  • Frontier Wealth Management's CBIZ position peaked at $116K in Q4 2014.
  • 118 funds tracked by Wall St. Rank held CBIZ as of Q1 2015.

Based on Frontier Wealth Management's 13F filing for Q1 2015, filed 14 May 2015.