SHWM
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Smith & Howard Wealth Management’s C.H. Robinson CHRW Stock Holding History

Smith & Howard Wealth Management’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
2013
Q4 		– Sell
-201
Closed -$12K – 252
2013
Q3 		$12K Hold
201
– – 0.01% 192
2013
Q2 		$11K Buy
+201
New +$11.6K 0.01% 173

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith & Howard Wealth Management's CHRW Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of C.H. Robinson (CHRW) in Q4 2013, closing a stake of 201 shares — an estimated $12K sold.

Smith & Howard Wealth Management first reported a position in CHRW in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 424 funds tracked by Wall St. Rank hold CHRW as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining C.H. Robinson position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 201 C.H. Robinson shares in Q4 2013, an estimated $12K.
  • Smith & Howard Wealth Management first reported a position in C.H. Robinson in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's C.H. Robinson position peaked at $12K in Q3 2013.
  • 424 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.