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Robert N. Shapiro’s CBIZ CBZ Stock Holding History

Robert N. Shapiro’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
Q4 		$29K Hold
3,400
– – 0.01% 550
2014
Q3 		$27K Hold
3,400
– – 0.01% 580
2014
Q2 		$31K Sell
3,400
-200
-6% -$1.74K 0.01% 533
2014
Q1 		$33K Hold
3,600
– – 0.01% 514
2013
Q4 		$33K Hold
3,600
– – 0.01% 517
2013
Q3 		$27K Hold
3,600
– – ﹤0.01% 730
2013
Q2 		$24K Buy
+3,600
New +$23.3K 0.01% 707

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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 $13.8B AUM 28.39% 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 $210M AUM 1.23% 1-Year Est. Return

Robert N. Shapiro's CBZ Position: Q4 2014 in Review

Robert N. Shapiro held its CBIZ (CBZ) position steady in Q4 2014 at 3,400 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #550.

Robert N. Shapiro first reported a position in CBZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $33K in Q1 2014. 104 funds tracked by Wall St. Rank hold CBZ as of Q4 2014.

  • Robert N. Shapiro held 3,400 shares of CBIZ worth $29K as of Q4 2014.
  • Robert N. Shapiro left its CBIZ share count unchanged in Q4 2014.
  • CBIZ made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #550 holding.
  • Robert N. Shapiro first reported a position in CBIZ in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's CBIZ position peaked at $33K in Q1 2014.
  • 104 funds tracked by Wall St. Rank held CBIZ as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.