KCS Wealth Advisory’s CBIZ CBZ Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-900	Closed	-$21.1K	–	186
2019 Q3	$21.1K	Buy	+900	New	+$20.2K	0.01%	300

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

PCP

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

CCMLC

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KCS Wealth Advisory's CBZ Position: Q4 2019 in Review

KCS Wealth Advisory sold out of CBIZ (CBZ) in Q4 2019, closing a stake of 900 shares — an estimated $21.1K sold.

KCS Wealth Advisory first reported a position in CBZ in Q3 2019 and held it in 1 quarter. The position peaked at $21.1K in Q3 2019. 161 funds tracked by Wall St. Rank hold CBZ as of Q4 2019.

KCS Wealth Advisory reported no remaining CBIZ position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 900 CBIZ shares in Q4 2019, an estimated $21.1K.
KCS Wealth Advisory first reported a position in CBIZ in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's CBIZ position peaked at $21.1K in Q3 2019.
161 funds tracked by Wall St. Rank held CBIZ as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.