KLI
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Kelman-Lazarov Inc’s C.H. Robinson CHRW Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-150
Closed -$11K – 125
2016
Q4 		$11K Hold
150
– – 0.01% 254
2016
Q3 		$10.5K Hold
150
– – 0.01% 294
2016
Q2 		$11.3K Hold
150
– – 0.01% 274
2016
Q1 		$11K Buy
+150
New +$10.3K 0.01% 276

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelman-Lazarov Inc's CHRW Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of C.H. Robinson (CHRW) in Q1 2017, closing a stake of 150 shares — an estimated $11K sold.

Kelman-Lazarov Inc first reported a position in CHRW in Q1 2016 and held it in 4 quarters. The position peaked at $11.3K in Q2 2016. 510 funds tracked by Wall St. Rank hold CHRW as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining C.H. Robinson position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 150 C.H. Robinson shares in Q1 2017, an estimated $11K.
  • Kelman-Lazarov Inc first reported a position in C.H. Robinson in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's C.H. Robinson position peaked at $11.3K in Q2 2016.
  • 510 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.