Winch Advisory Services’s C.H. Robinson CHRW Stock Holding History

Winch Advisory Services’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
2019 Q3	–	Sell	-9	Closed	-$1K	–	367
2019 Q2	$1K	Buy	+9	New	+$757	﹤0.01%	401
2015 Q2	–	Sell	-21	Closed	-$2K	–	294
2015 Q1	$2K	Buy	+21	New	+$1.53K	﹤0.01%	265

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winch Advisory Services's CHRW Position: Q3 2019 in Review

Winch Advisory Services sold out of C.H. Robinson (CHRW) in Q3 2019, closing a stake of 9 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in CHRW in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 586 funds tracked by Wall St. Rank hold CHRW as of Q3 2019.

Winch Advisory Services reported no remaining C.H. Robinson position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 9 C.H. Robinson shares in Q3 2019, an estimated $1K.
Winch Advisory Services first reported a position in C.H. Robinson in Q1 2015 and held it in 2 quarters.
Winch Advisory Services's C.H. Robinson position peaked at $2K in Q1 2015.
586 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.