Pinnacle Summer Investments’s CBIZ CBZ Stock Holding History

Pinnacle Summer Investments’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 Q4	$43K	Buy	+4,400	New	+$46.6K	0.01%	364

Other funds holding CBZ

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 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 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pinnacle Summer Investments's CBZ Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in CBIZ (CBZ) in Q4 2015: 4,400 shares worth $43K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings.

134 funds tracked by Wall St. Rank hold CBZ as of Q4 2015.

Pinnacle Summer Investments held 4,400 shares of CBIZ worth $43K as of Q4 2015.
CBIZ was a new Pinnacle Summer Investments position in Q4 2015.
CBIZ made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #364 holding.
134 funds tracked by Wall St. Rank held CBIZ as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.