RFCA
CBZ icon

R&F Capital Advisors’s CBIZ CBZ Stock Holding History

R&F Capital 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
2017
Q1 		$165K Buy
+12,194
New +$164K 0.04% 586

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

R&F Capital Advisors's CBZ Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in CBIZ (CBZ) in Q1 2017: 12,194 shares worth $165K. The stake represents 0.04% of the portfolio and ranks #586 among its holdings.

117 funds tracked by Wall St. Rank hold CBZ as of Q1 2017.

  • R&F Capital Advisors held 12,194 shares of CBIZ worth $165K as of Q1 2017.
  • CBIZ was a new R&F Capital Advisors position in Q1 2017.
  • CBIZ made up 0.04% of R&F Capital Advisors's portfolio in Q1 2017, its #586 holding.
  • 117 funds tracked by Wall St. Rank held CBIZ as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.