WFG Advisors’s C.H. Robinson CHRW Stock Holding History

WFG Advisors’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
2016 Q4	–	Sell	-290	Closed	-$20K	–	1570
2016 Q3	$20K	Sell	290 -45	-13%	-$3.16K	0.01%	943
2016 Q2	$25K	Sell	335 -79	-19%	-$5.78K	0.01%	863
2016 Q1	$31K	Hold	414	–	–	0.01%	782
2015 Q4	$26K	Sell	414 -155	-27%	-$10.4K	0.01%	828
2015 Q3	$39K	Sell	569 -82	-13%	-$5.5K	0.01%	716
2015 Q2	$41K	Sell	651 -68	-9%	-$4.48K	0.01%	777
2015 Q1	$53K	Sell	719 -236	-25%	-$17.2K	0.01%	710
2014 Q4	$72K	Sell	955 -61	-6%	-$4.35K	0.01%	746
2014 Q3	$67K	Sell	1,016 -89	-8%	-$5.93K	0.01%	811
2014 Q2	$70K	Sell	1,105 -398	-26%	-$23.4K	0.01%	784
2014 Q1	$79K	Sell	1,503 -364	-19%	-$19.8K	0.02%	727
2013 Q4	$109K	Sell	1,867 -387	-17%	-$22.8K	0.02%	710
2013 Q3	$134K	Sell	2,254 -1,677	-43%	-$98.4K	0.02%	605
2013 Q2	$221K	Buy	+3,931	New	+$227K	0.04%	433

Other funds holding CHRW

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

Capital International Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates

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

Baillie Gifford & Co

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

Fidelity Investments

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return