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Wealthcare Capital Management’s C.H. Robinson CHRW Stock Holding History

Wealthcare Capital 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
2015
Q3 		– Sell
-43
Closed -$3K – 266
2015
Q2 		$3K Hold
43
– – ﹤0.01% 296
2015
Q1 		$3K Buy
+43
New +$3.14K ﹤0.01% 738

Other funds holding CHRW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wealthcare Capital Management's CHRW Position: Q3 2015 in Review

Wealthcare Capital Management sold out of C.H. Robinson (CHRW) in Q3 2015, closing a stake of 43 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CHRW in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 458 funds tracked by Wall St. Rank hold CHRW as of Q3 2015.

  • Wealthcare Capital Management reported no remaining C.H. Robinson position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 43 C.H. Robinson shares in Q3 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in C.H. Robinson in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's C.H. Robinson position peaked at $3K in Q2 2015.
  • 458 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.