SKK
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Shepherd Kaplan Krochuk’s CBIZ CBZ Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-23,740
Closed -$266K – 289
2016
Q3 		$266K Buy
+23,740
New +$264K 0.06% 215

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
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
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Shepherd Kaplan Krochuk's CBZ Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of CBIZ (CBZ) in Q4 2016, closing a stake of 23,740 shares — an estimated $266K sold.

Shepherd Kaplan Krochuk first reported a position in CBZ in Q3 2016 and held it in 1 quarter. The position peaked at $266K in Q3 2016. 122 funds tracked by Wall St. Rank hold CBZ as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining CBIZ position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 23,740 CBIZ shares in Q4 2016, an estimated $266K.
  • Shepherd Kaplan Krochuk first reported a position in CBIZ in Q3 2016 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's CBIZ position peaked at $266K in Q3 2016.
  • 122 funds tracked by Wall St. Rank held CBIZ as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.