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Ground Swell Capital’s CBIZ CBZ Stock Holding History

Ground Swell Capital’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
2014
Q3 		$5K Sell
685
-618
-47% -$5.27K 0.01% 1425
2014
Q2 		$12K Buy
+1,303
New +$11.4K 0.02% 627

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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Ground Swell Capital's CBZ Position: Q3 2014 in Review

Ground Swell Capital reduced its CBIZ (CBZ) stake by 47% in Q3 2014, selling an estimated $5.27K and leaving 685 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #1425.

Ground Swell Capital first reported a position in CBZ in Q2 2014 and has held it in 2 quarters since. The position peaked at $12K in Q2 2014. 103 funds tracked by Wall St. Rank hold CBZ as of Q3 2014.

  • Ground Swell Capital held 685 shares of CBIZ worth $5K as of Q3 2014.
  • Ground Swell Capital sold 618 CBIZ shares in Q3 2014, an estimated $5.27K.
  • CBIZ made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1425 holding.
  • Ground Swell Capital first reported a position in CBIZ in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's CBIZ position peaked at $12K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held CBIZ as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.