AWMS
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Advocacy Wealth Management Services’s C.H. Robinson CHRW Stock Holding History

Advocacy Wealth Management Services’s Portfolio CHRW Stock Details CHRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$21K – 317
2016
Q3 		$21K Buy
+300
New +$21K 0.01% 203

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advocacy Wealth Management Services's CHRW Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of C.H. Robinson (CHRW) in Q4 2016, closing a stake of 300 shares — an estimated $21K sold.

Advocacy Wealth Management Services first reported a position in CHRW in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 518 funds tracked by Wall St. Rank hold CHRW as of Q4 2016.

  • Advocacy Wealth Management Services reported no remaining C.H. Robinson position as of Q4 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 300 C.H. Robinson shares in Q4 2016, an estimated $21K.
  • Advocacy Wealth Management Services first reported a position in C.H. Robinson in Q3 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's C.H. Robinson position peaked at $21K in Q3 2016.
  • 518 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.