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Harbour Capital Advisors’s CBIZ CBZ Stock Holding History

Harbour 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
2013
Q4 		– Sell
-10,110
Closed -$75K – 202
2013
Q3 		$75K Hold
10,110
– – 0.08% 177
2013
Q2 		$68K Buy
+10,110
New +$65.6K 0.09% 167

Other funds holding CBZ

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Harbour Capital Advisors's CBZ Position: Q4 2013 in Review

Harbour Capital Advisors sold out of CBIZ (CBZ) in Q4 2013, closing a stake of 10,110 shares — an estimated $75K sold.

Harbour Capital Advisors first reported a position in CBZ in Q2 2013 and held it in 2 quarters. The position peaked at $75K in Q3 2013. 118 funds tracked by Wall St. Rank hold CBZ as of Q4 2013.

  • Harbour Capital Advisors reported no remaining CBIZ position as of Q4 2013 after selling out during the quarter.
  • Harbour Capital Advisors sold 10,110 CBIZ shares in Q4 2013, an estimated $75K.
  • Harbour Capital Advisors first reported a position in CBIZ in Q2 2013 and held it in 2 quarters.
  • Harbour Capital Advisors's CBIZ position peaked at $75K in Q3 2013.
  • 118 funds tracked by Wall St. Rank held CBIZ as of Q4 2013.

Based on Harbour Capital Advisors's 13F filing for Q4 2013, filed 21 Mar 2017.