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

Lyons 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
2017 Q2	–	Sell	-11,476	Closed	-$885K	–	57
2017 Q1	$885K	Sell	11,476 -71	-0.6%	-$5.46K	0.93%	21
2016 Q4	$846K	Buy	11,547 +340	+3%	+$24.6K	1.15%	17
2016 Q3	$791K	Sell	11,207 -250	-2%	-$17.5K	1.09%	24
2016 Q2	$850K	Sell	11,457 -2,182	-16%	-$160K	1.28%	12
2016 Q1	$1.01M	Buy	13,639 +993	+8%	+$68.1K	1.45%	8
2015 Q4	$782K	Sell	12,646 -1,721	-12%	-$116K	1%	28
2015 Q3	$976K	Buy	14,367 +788	+6%	+$52.9K	1.25%	12
2015 Q2	$846K	Sell	13,579 -664	-5%	-$43.7K	0.96%	31
2015 Q1	$1.04M	Buy	+14,243	New	+$1.04M	1.13%	27
2014 Q2	–	Sell	-10,000	Closed	-$524K	–	81
2014 Q1	$524K	Buy	+10,000	New	+$545K	0.46%	39

Other funds holding CHRW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lyons Wealth Management's CHRW Position: Q2 2017 in Review

Lyons Wealth Management sold out of C.H. Robinson (CHRW) in Q2 2017, closing a stake of 11,476 shares — an estimated $885K sold.

Lyons Wealth Management first reported a position in CHRW in Q1 2014 and held it in 10 quarters. The position peaked at $1.04M in Q1 2015. 492 funds tracked by Wall St. Rank hold CHRW as of Q2 2017.

Lyons Wealth Management reported no remaining C.H. Robinson position as of Q2 2017 after selling out during the quarter.
Lyons Wealth Management sold 11,476 C.H. Robinson shares in Q2 2017, an estimated $885K.
Lyons Wealth Management first reported a position in C.H. Robinson in Q1 2014 and held it in 10 quarters.
Lyons Wealth Management's C.H. Robinson position peaked at $1.04M in Q1 2015.
492 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2017.

Based on Lyons Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.