Buckley Wealth Management’s C.H. Robinson CHRW Stock Holding History

Buckley Wealth Management’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
2019 Q3	–	Sell	-6,880	Closed	-$580K	–	137
2019 Q2	$580K	Buy	6,880 +310	+5%	+$26.1K	0.27%	77
2019 Q1	$572K	Sell	6,570 -80	-1%	-$7.03K	0.27%	78
2018 Q4	$559K	Hold	6,650	–	–	0.29%	70
2018 Q3	$651K	Buy	6,650 +25	+0.4%	+$2.35K	0.28%	76
2018 Q2	$554K	Buy	+6,625	New	+$591K	0.26%	84

Other funds holding CHRW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buckley Wealth Management's CHRW Position: Q3 2019 in Review

Buckley Wealth Management sold out of C.H. Robinson (CHRW) in Q3 2019, closing a stake of 6,880 shares — an estimated $580K sold.

Buckley Wealth Management first reported a position in CHRW in Q2 2018 and held it in 5 quarters. The position peaked at $651K in Q3 2018. 587 funds tracked by Wall St. Rank hold CHRW as of Q3 2019.

Buckley Wealth Management reported no remaining C.H. Robinson position as of Q3 2019 after selling out during the quarter.
Buckley Wealth Management sold 6,880 C.H. Robinson shares in Q3 2019, an estimated $580K.
Buckley Wealth Management first reported a position in C.H. Robinson in Q2 2018 and held it in 5 quarters.
Buckley Wealth Management's C.H. Robinson position peaked at $651K in Q3 2018.
587 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.