MGIA
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Moneta Group Investment Advisors’s C.H. Robinson CHRW Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-180
Closed -$17K – 424
2018
Q1 		$17K Sell
180
-3
-2% -$276 ﹤0.01% 415
2017
Q4 		$16K Buy
+183
New +$14.9K ﹤0.01% 322
2017
Q1 		– Sell
-2,925
Closed -$214K – 164
2016
Q4 		$214K Sell
2,925
-137
-4% -$9.91K 0.04% 159
2016
Q3 		$216K Sell
3,062
-12,478
-80% -$875K 0.05% 132
2016
Q2 		$1.15M Buy
15,540
+2,420
+18% +$177K 0.25% 59
2016
Q1 		$974K Buy
+13,120
New +$900K 0.22% 64
2015
Q4 		– Sell
-4,945
Closed -$335K – 189
2015
Q3 		$335K Buy
+4,945
New +$332K 0.09% 98
2015
Q2 		– Sell
-2,850
Closed -$209K – 130
2015
Q1 		$209K Buy
+2,850
New +$208K 0.09% 137

Other funds holding CHRW

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return