Private Wealth Partners’s C.H. Robinson CHRW Stock Holding History

Private Wealth Partners’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 Q1	–	Sell	-4,000	Closed	-$293K	–	110
2016 Q4	$293K	Hold	4,000	–	–	0.07%	92
2016 Q3	$282K	Hold	4,000	–	–	0.07%	102
2016 Q2	$297K	Hold	4,000	–	–	0.07%	104
2016 Q1	$297K	Hold	4,000	–	–	0.07%	106
2015 Q4	$248K	Hold	4,000	–	–	0.06%	114
2015 Q3	$271K	Hold	4,000	–	–	0.07%	113
2015 Q2	$250K	Hold	4,000	–	–	0.06%	129
2015 Q1	$293K	Hold	4,000	–	–	0.07%	125
2014 Q4	$300K	Sell	4,000 -200	-5%	-$14.3K	0.07%	122
2014 Q3	$279K	Hold	4,200	–	–	0.06%	144
2014 Q2	$268K	Hold	4,200	–	–	0.06%	138
2014 Q1	$220K	Hold	4,200	–	–	0.05%	145
2013 Q4	$245K	Hold	4,200	–	–	0.05%	160
2013 Q3	$250K	Hold	4,200	–	–	0.06%	152
2013 Q2	$237K	Buy	+4,200	New	+$242K	0.06%	158

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Private Wealth Partners's CHRW Position: Q1 2017 in Review

Private Wealth Partners sold out of C.H. Robinson (CHRW) in Q1 2017, closing a stake of 4,000 shares — an estimated $293K sold.

Private Wealth Partners first reported a position in CHRW in Q2 2013 and held it in 15 quarters. The position peaked at $300K in Q4 2014. 510 funds tracked by Wall St. Rank hold CHRW as of Q1 2017.

Private Wealth Partners reported no remaining C.H. Robinson position as of Q1 2017 after selling out during the quarter.
Private Wealth Partners sold 4,000 C.H. Robinson shares in Q1 2017, an estimated $293K.
Private Wealth Partners first reported a position in C.H. Robinson in Q2 2013 and held it in 15 quarters.
Private Wealth Partners's C.H. Robinson position peaked at $300K in Q4 2014.
510 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2017.

Based on Private Wealth Partners's 13F filing for Q1 2017, filed 19 Apr 2017.