Koch Industries’s CBIZ CBZ Stock Holding History

Koch Industries’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
2018 Q1	–	Sell	-10,249	Closed	-$158K	–	887
2017 Q4	$158K	Buy	+10,249	New	+$161K	0.02%	634

Other funds holding CBZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

First Manhattan New York $39.2B AUM 21.04% 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

Koch Industries's CBZ Position: Q1 2018 in Review

Koch Industries sold out of CBIZ (CBZ) in Q1 2018, closing a stake of 10,249 shares — an estimated $158K sold.

Koch Industries first reported a position in CBZ in Q4 2017 and held it in 1 quarter. The position peaked at $158K in Q4 2017. 133 funds tracked by Wall St. Rank hold CBZ as of Q1 2018.

Koch Industries reported no remaining CBIZ position as of Q1 2018 after selling out during the quarter.
Koch Industries sold 10,249 CBIZ shares in Q1 2018, an estimated $158K.
Koch Industries first reported a position in CBIZ in Q4 2017 and held it in 1 quarter.
Koch Industries's CBIZ position peaked at $158K in Q4 2017.
133 funds tracked by Wall St. Rank held CBIZ as of Q1 2018.

Based on Koch Industries's 13F filing for Q1 2018, filed 14 May 2018.