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

LBA 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
2014
Q4 		– Sell
-644
Closed -$43K – 308
2014
Q3 		$43K Buy
+644
New +$42.9K 0.03% 179

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBA Wealth Management's CHRW Position: Q4 2014 in Review

LBA Wealth Management sold out of C.H. Robinson (CHRW) in Q4 2014, closing a stake of 644 shares — an estimated $43K sold.

LBA Wealth Management first reported a position in CHRW in Q3 2014 and held it in 1 quarter. The position peaked at $43K in Q3 2014. 453 funds tracked by Wall St. Rank hold CHRW as of Q4 2014.

  • LBA Wealth Management reported no remaining C.H. Robinson position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 644 C.H. Robinson shares in Q4 2014, an estimated $43K.
  • LBA Wealth Management first reported a position in C.H. Robinson in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's C.H. Robinson position peaked at $43K in Q3 2014.
  • 453 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.