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Mariner Wealth Advisors (Cincinnati)’s C.H. Robinson CHRW Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$596K Buy
6,082
+102
+2% +$9.57K 0.03% 175
2018
Q2 		$500K Buy
5,980
+175
+3% +$15.6K 0.03% 193
2018
Q1 		$544K Buy
5,805
+190
+3% +$17.5K 0.03% 175
2017
Q4 		$500K Buy
5,615
+615
+12% +$50.2K 0.03% 182
2017
Q3 		$381K Sell
5,000
-115
-2% -$7.97K 0.02% 196
2017
Q2 		$351K Buy
5,115
+400
+8% +$28.3K 0.02% 200
2017
Q1 		$364K Sell
4,715
-255
-5% -$19.6K 0.03% 202
2016
Q4 		$364K Sell
4,970
-25
-0.5% -$1.81K 0.03% 189
2016
Q3 		$352K Buy
4,995
+140
+3% +$9.82K 0.03% 196
2016
Q2 		$360K Buy
4,855
+755
+18% +$55.2K 0.03% 191
2016
Q1 		$304K Sell
4,100
-815
-17% -$55.9K 0.03% 189
2015
Q4 		$305K Buy
+4,915
New +$331K 0.03% 191
2015
Q1 		$424K Buy
5,795
+75
+1% +$5.48K 0.06% 120
2014
Q4 		$428K Sell
5,720
-475
-8% -$33.9K 0.06% 122
2014
Q3 		$411K Sell
6,195
-180
-3% -$12K 0.07% 118
2014
Q2 		$407K Buy
6,375
+745
+13% +$43.8K 0.06% 109
2014
Q1 		$295K Buy
5,630
+475
+9% +$25.9K 0.05% 118
2013
Q4 		$301K Sell
5,155
-85
-2% -$5K 0.05% 121
2013
Q3 		$312K Sell
5,240
-830
-14% -$48.7K 0.06% 99
2013
Q2 		$342K Buy
+6,070
New +$350K 0.07% 90

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s CHRW Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its C.H. Robinson (CHRW) stake by 1.7% in Q3 2018, buying an estimated $9.57K and bringing the position to 6,082 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #175.

Mariner Wealth Advisors (Cincinnati) first reported a position in CHRW in Q2 2013 and has held it in 20 quarters since. 588 funds tracked by Wall St. Rank hold CHRW as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 6,082 shares of C.H. Robinson worth $596K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 102 C.H. Robinson shares in Q3 2018, an estimated $9.57K.
  • C.H. Robinson made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #175 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in C.H. Robinson in Q2 2013 and has held it in 20 quarters since.
  • 588 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.