Independent Portfolio Consultants’s CBIZ CBZ Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$12K	Buy	+800	New	+$12K	0.01%	676

Other funds holding CBZ

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Independent Portfolio Consultants's CBZ Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in CBIZ (CBZ) in Q2 2017: 800 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings.

129 funds tracked by Wall St. Rank hold CBZ as of Q2 2017.

Independent Portfolio Consultants held 800 shares of CBIZ worth $12K as of Q2 2017.
CBIZ was a new Independent Portfolio Consultants position in Q2 2017.
CBIZ made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #676 holding.
129 funds tracked by Wall St. Rank held CBIZ as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.