MCM
CBZ icon

McKinley Capital Management’s CBIZ CBZ Stock Holding History

McKinley Capital Management’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
2014
Q2 		– Sell
-525,602
Closed -$4.82M – 351
2014
Q1 		$4.82M Buy
525,602
+270,661
+106% +$2.43M 0.2% 119
2013
Q4 		$2.33M Buy
+254,941
New +$2.15M 0.09% 179
2013
Q3 		– Sell
-219,147
Closed -$1.47M – 355
2013
Q2 		$1.47M Buy
+219,147
New +$1.42M 0.07% 180

Other funds holding CBZ

Fidelity Investments
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
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
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

McKinley Capital Management's CBZ Position: Q2 2014 in Review

McKinley Capital Management sold out of CBIZ (CBZ) in Q2 2014, closing a stake of 525,602 shares — an estimated $4.82M sold.

McKinley Capital Management first reported a position in CBZ in Q2 2013 and held it in 3 quarters. The position peaked at $4.82M in Q1 2014. 111 funds tracked by Wall St. Rank hold CBZ as of Q2 2014.

  • McKinley Capital Management reported no remaining CBIZ position as of Q2 2014 after selling out during the quarter.
  • McKinley Capital Management sold 525,602 CBIZ shares in Q2 2014, an estimated $4.82M.
  • McKinley Capital Management first reported a position in CBIZ in Q2 2013 and held it in 3 quarters.
  • McKinley Capital Management's CBIZ position peaked at $4.82M in Q1 2014.
  • 111 funds tracked by Wall St. Rank held CBIZ as of Q2 2014.

Based on McKinley Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.