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Omnia Family Wealth’s C.H. Robinson CHRW Stock Holding History

Omnia Family Wealth’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
Q1 		– Sell
-32
Closed -$3K – 607
2017
Q4 		$3K Buy
+32
New +$2.61K ﹤0.01% 361
2017
Q2 		– Sell
-265
Closed -$20K – 712
2017
Q1 		$20K Buy
265
+36
+16% +$2.77K 0.01% 211
2016
Q4 		$17K Buy
+229
New +$16.6K 0.01% 228

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Omnia Family Wealth's CHRW Position: Q1 2018 in Review

Omnia Family Wealth sold out of C.H. Robinson (CHRW) in Q1 2018, closing a stake of 32 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in CHRW in Q4 2016 and held it in 3 quarters. The position peaked at $20K in Q1 2017. 521 funds tracked by Wall St. Rank hold CHRW as of Q1 2018.

  • Omnia Family Wealth reported no remaining C.H. Robinson position as of Q1 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 32 C.H. Robinson shares in Q1 2018, an estimated $3K.
  • Omnia Family Wealth first reported a position in C.H. Robinson in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's C.H. Robinson position peaked at $20K in Q1 2017.
  • 521 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.