MAA
CBZ icon

Managed Account Advisors’s CBIZ CBZ Stock Holding History

Managed Account 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
2015
Q2 		$210K Sell
21,776
-797
-4% -$7.45K ﹤0.01% 2474
2015
Q1 		$211K Buy
+22,573
New +$197K ﹤0.01% 2419
2014
Q3 		– Sell
-14
Closed – – 2676
2014
Q2 		$0 Sell
14
-16,009
-100% -$139K ﹤0.01% 2635
2014
Q1 		$147K Buy
16,023
+393
+3% +$3.53K ﹤0.01% 2271
2013
Q4 		$143K Sell
15,630
-12,092
-44% -$102K ﹤0.01% 2255
2013
Q3 		$206K Sell
27,722
-85
-0.3% -$610 ﹤0.01% 2139
2013
Q2 		$187K Buy
+27,807
New +$180K ﹤0.01% 2153

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return