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Ropes Wealth Advisors’s CBIZ CBZ Stock Holding History

Ropes Wealth 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
2015
Q2 		– Sell
-3,400
Closed -$32K – 313
2015
Q1 		$32K Buy
+3,400
New +$29.7K 0.02% 211

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ropes Wealth Advisors's CBZ Position: Q2 2015 in Review

Ropes Wealth Advisors sold out of CBIZ (CBZ) in Q2 2015, closing a stake of 3,400 shares — an estimated $32K sold.

Ropes Wealth Advisors first reported a position in CBZ in Q1 2015 and held it in 1 quarter. The position peaked at $32K in Q1 2015. 122 funds tracked by Wall St. Rank hold CBZ as of Q2 2015.

  • Ropes Wealth Advisors reported no remaining CBIZ position as of Q2 2015 after selling out during the quarter.
  • Ropes Wealth Advisors sold 3,400 CBIZ shares in Q2 2015, an estimated $32K.
  • Ropes Wealth Advisors first reported a position in CBIZ in Q1 2015 and held it in 1 quarter.
  • Ropes Wealth Advisors's CBIZ position peaked at $32K in Q1 2015.
  • 122 funds tracked by Wall St. Rank held CBIZ as of Q2 2015.

Based on Ropes Wealth Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.