YorkBridge Wealth Partners’s C.H. Robinson CHRW Stock Holding History

YorkBridge Wealth Partners’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	-269	Closed	-$23K	–	252
2019 Q2	$23K	Buy	+269	New	+$22.6K	0.01%	453
2017 Q4	–	Sell	-18	Closed	-$1K	–	870
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	835
2017 Q2	$1K	Sell	18 -172	-91%	-$12.2K	﹤0.01%	828
2017 Q1	$14K	Sell	190 -127	-40%	-$9.76K	0.01%	575
2016 Q4	$24K	Buy	+317	New	+$22.9K	0.01%	448

Other funds holding CHRW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's CHRW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of C.H. Robinson (CHRW) in Q3 2019, closing a stake of 269 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in CHRW in Q4 2016 and held it in 5 quarters. The position peaked at $24K in Q4 2016. 588 funds tracked by Wall St. Rank hold CHRW as of Q3 2019.

YorkBridge Wealth Partners reported no remaining C.H. Robinson position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 269 C.H. Robinson shares in Q3 2019, an estimated $23K.
YorkBridge Wealth Partners first reported a position in C.H. Robinson in Q4 2016 and held it in 5 quarters.
YorkBridge Wealth Partners's C.H. Robinson position peaked at $24K in Q4 2016.
588 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.