TrueWealth LLC’s C.H. Robinson CHRW Stock Holding History

TrueWealth LLC’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	-155	Closed	-$14K	–	818
2017 Q4	$14K	Buy	+155	New	+$12.7K	0.01%	449

Other funds holding CHRW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

EVM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrueWealth LLC's CHRW Position: Q1 2018 in Review

TrueWealth LLC sold out of C.H. Robinson (CHRW) in Q1 2018, closing a stake of 155 shares — an estimated $14K sold.

TrueWealth LLC first reported a position in CHRW in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 519 funds tracked by Wall St. Rank hold CHRW as of Q1 2018.

TrueWealth LLC reported no remaining C.H. Robinson position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 155 C.H. Robinson shares in Q1 2018, an estimated $14K.
TrueWealth LLC first reported a position in C.H. Robinson in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's C.H. Robinson position peaked at $14K in Q4 2017.
519 funds tracked by Wall St. Rank held C.H. Robinson as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.