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Rehmann Capital Advisory Group’s CBIZ CBZ Stock Holding History

Rehmann Capital Advisory Group’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
2019
Q1 		– Sell
-79
Closed -$1.56K – 2094
2018
Q4 		$1.56K Hold
79
– – ﹤0.01% 1531
2018
Q3 		$1.87K Hold
79
– – ﹤0.01% 1832
2018
Q2 		$1.82K Hold
79
– – ﹤0.01% 1831
2018
Q1 		$1K Buy
+79
New +$1.37K ﹤0.01% 1847

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
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
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rehmann Capital Advisory Group's CBZ Position: Q1 2019 in Review

Rehmann Capital Advisory Group sold out of CBIZ (CBZ) in Q1 2019, closing a stake of 79 shares — an estimated $1.56K sold.

Rehmann Capital Advisory Group first reported a position in CBZ in Q1 2018 and held it in 4 quarters. The position peaked at $1.87K in Q3 2018. 145 funds tracked by Wall St. Rank hold CBZ as of Q1 2019.

  • Rehmann Capital Advisory Group reported no remaining CBIZ position as of Q1 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 79 CBIZ shares in Q1 2019, an estimated $1.56K.
  • Rehmann Capital Advisory Group first reported a position in CBIZ in Q1 2018 and held it in 4 quarters.
  • Rehmann Capital Advisory Group's CBIZ position peaked at $1.87K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held CBIZ as of Q1 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2019, filed 22 May 2019.