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

Edge 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
2020 Q3	–	Sell	-200	Closed	-$16K	–	474
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	393
2020 Q1	$13K	Hold	200	–	–	﹤0.01%	369
2019 Q4	$16K	Hold	200	–	–	﹤0.01%	360
2019 Q3	$16K	Hold	200	–	–	﹤0.01%	349
2019 Q2	$17K	Hold	200	–	–	﹤0.01%	355
2019 Q1	$17K	Hold	200	–	–	﹤0.01%	343
2018 Q4	$17K	Hold	200	–	–	﹤0.01%	343
2018 Q3	$20K	Hold	200	–	–	﹤0.01%	368
2018 Q2	$17K	Hold	200	–	–	﹤0.01%	365
2018 Q1	$19K	Hold	200	–	–	0.01%	314
2017 Q4	$17K	Hold	200	–	–	﹤0.01%	324
2017 Q3	$15K	Hold	200	–	–	﹤0.01%	330
2017 Q2	$14K	Hold	200	–	–	﹤0.01%	336
2017 Q1	$16K	Hold	200	–	–	0.01%	310
2016 Q4	$15K	Hold	200	–	–	0.01%	297
2016 Q3	$14K	Buy	+200	New	+$14K	0.01%	300

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edge Wealth Management's CHRW Position: Q3 2020 in Review

Edge Wealth Management sold out of C.H. Robinson (CHRW) in Q3 2020, closing a stake of 200 shares — an estimated $16K sold.

Edge Wealth Management first reported a position in CHRW in Q3 2016 and held it in 16 quarters. The position peaked at $20K in Q3 2018. 563 funds tracked by Wall St. Rank hold CHRW as of Q3 2020.

Edge Wealth Management reported no remaining C.H. Robinson position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 200 C.H. Robinson shares in Q3 2020, an estimated $16K.
Edge Wealth Management first reported a position in C.H. Robinson in Q3 2016 and held it in 16 quarters.
Edge Wealth Management's C.H. Robinson position peaked at $20K in Q3 2018.
563 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.