UBS’s CBIZ CBZ Stock Holding History

UBS’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 Q3	$19K	Buy	2,392 +622	+35%	+$5.3K	﹤0.01%	8064
2014 Q2	$16K	Sell	1,770 -481	-21%	-$4.19K	﹤0.01%	8338
2014 Q1	$21K	Sell	2,251 -5,859	-72%	-$52.6K	﹤0.01%	8002
2013 Q4	$74K	Buy	8,110 +7,800	+2,516%	+$65.7K	﹤0.01%	6432
2013 Q3	$2K	Sell	310 -2,958	-91%	-$21.2K	﹤0.01%	9930
2013 Q2	$22K	Buy	+3,268	New	+$21.2K	﹤0.01%	7759

Other funds holding CBZ

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

UBS's CBZ Position: Q3 2014 in Review

UBS increased its CBIZ (CBZ) stake by 35% in Q3 2014, buying an estimated $5.3K and bringing the position to 2,392 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #8064.

UBS first reported a position in CBZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $74K in Q4 2013. 103 funds tracked by Wall St. Rank hold CBZ as of Q3 2014.

UBS held 2,392 shares of CBIZ worth $19K as of Q3 2014.
UBS bought 622 CBIZ shares in Q3 2014, an estimated $5.3K.
CBIZ made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8064 holding.
UBS first reported a position in CBIZ in Q2 2013 and has held it in 6 quarters since.
UBS's CBIZ position peaked at $74K in Q4 2013.
103 funds tracked by Wall St. Rank held CBIZ as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.