WFG Advisors’s CBIZ CBZ Stock Holding History

WFG 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
2014 Q1	–	Sell	-84	Closed	-$1K	–	2010
2013 Q4	$1K	Buy	+84	New	+$708	﹤0.01%	2057
2013 Q3	–	Sell	-72	Closed	–	–	2152
2013 Q2	$0	Buy	+72	New	+$467	﹤0.01%	2083

Other funds holding CBZ

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

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 $39.2B AUM 21.04% 1-Year Est. Return

SAM

Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

WFG Advisors's CBZ Position: Q1 2014 in Review

WFG Advisors sold out of CBIZ (CBZ) in Q1 2014, closing a stake of 84 shares — an estimated $1K sold.

WFG Advisors first reported a position in CBZ in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 120 funds tracked by Wall St. Rank hold CBZ as of Q1 2014.

WFG Advisors reported no remaining CBIZ position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 84 CBIZ shares in Q1 2014, an estimated $1K.
WFG Advisors first reported a position in CBIZ in Q2 2013 and held it in 2 quarters.
WFG Advisors's CBIZ position peaked at $1K in Q4 2013.
120 funds tracked by Wall St. Rank held CBIZ as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.