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 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 $3.37T AUM 44.26% 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

BFA

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

BIT

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

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

WFG Advisors's CHRW Position: Q4 2016 in Review

WFG Advisors sold out of C.H. Robinson (CHRW) in Q4 2016, closing a stake of 290 shares — an estimated $20K sold.

WFG Advisors first reported a position in CHRW in Q2 2013 and held it in 14 quarters. The position peaked at $221K in Q2 2013. 517 funds tracked by Wall St. Rank hold CHRW as of Q4 2016.

WFG Advisors reported no remaining C.H. Robinson position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 290 C.H. Robinson shares in Q4 2016, an estimated $20K.
WFG Advisors first reported a position in C.H. Robinson in Q2 2013 and held it in 14 quarters.
WFG Advisors's C.H. Robinson position peaked at $221K in Q2 2013.
517 funds tracked by Wall St. Rank held C.H. Robinson as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.