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Nine Chapters Capital Management’s CBIZ CBZ Stock Holding History

Nine Chapters 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
2015
Q3 		– Sell
-54,400
Closed -$524K – 1015
2015
Q2 		$524K Sell
54,400
-8,100
-13% -$75.7K 0.04% 558
2015
Q1 		$583K Buy
+62,500
New +$547K 0.05% 550
2014
Q4 		– Sell
-18,400
Closed -$145K – 967
2014
Q3 		$145K Buy
+18,400
New +$157K 0.01% 897

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Nine Chapters Capital Management's CBZ Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of CBIZ (CBZ) in Q3 2015, closing a stake of 54,400 shares — an estimated $524K sold.

Nine Chapters Capital Management first reported a position in CBZ in Q3 2014 and held it in 3 quarters. The position peaked at $583K in Q1 2015. 123 funds tracked by Wall St. Rank hold CBZ as of Q3 2015.

  • Nine Chapters Capital Management reported no remaining CBIZ position as of Q3 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 54,400 CBIZ shares in Q3 2015, an estimated $524K.
  • Nine Chapters Capital Management first reported a position in CBIZ in Q3 2014 and held it in 3 quarters.
  • Nine Chapters Capital Management's CBIZ position peaked at $583K in Q1 2015.
  • 123 funds tracked by Wall St. Rank held CBIZ as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.