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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Moneta Group Investment Advisors's CHRW Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of C.H. Robinson (CHRW) in Q2 2018, closing a stake of 180 shares — an estimated $17K sold.

Moneta Group Investment Advisors first reported a position in CHRW in Q1 2015 and held it in 8 quarters. The position peaked at $1.15M in Q2 2016. 581 funds tracked by Wall St. Rank hold CHRW as of Q2 2018.

Moneta Group Investment Advisors reported no remaining C.H. Robinson position as of Q2 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 180 C.H. Robinson shares in Q2 2018, an estimated $17K.
Moneta Group Investment Advisors first reported a position in C.H. Robinson in Q1 2015 and held it in 8 quarters.
Moneta Group Investment Advisors's C.H. Robinson position peaked at $1.15M in Q2 2016.
581 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.