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Gupta Wealth Management’s CBIZ CBZ Stock Holding History

Gupta 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
2016
Q1 		$26K Buy
2,610
+1,610
+161% +$16.3K 0.01% 594
2015
Q4 		$10K Buy
+1,000
New +$10.6K ﹤0.01% 874

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's CBZ Position: Q1 2016 in Review

Gupta Wealth Management increased its CBIZ (CBZ) stake by 161% in Q1 2016, buying an estimated $16.3K and bringing the position to 2,610 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #594.

Gupta Wealth Management first reported a position in CBZ in Q4 2015 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold CBZ as of Q1 2016.

  • Gupta Wealth Management held 2,610 shares of CBIZ worth $26K as of Q1 2016.
  • Gupta Wealth Management bought 1,610 CBIZ shares in Q1 2016, an estimated $16.3K.
  • CBIZ made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #594 holding.
  • Gupta Wealth Management first reported a position in CBIZ in Q4 2015 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held CBIZ as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.