AWM
COL

AE Wealth Management’s Rockwell Collins COL Stock Holding History

AE Wealth Management’s Portfolio COL Stock Details COL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,321
Closed -$467K – 638
2018
Q3 		$467K Buy
+3,321
New +$457K 0.03% 338

Other funds holding COL

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

AE Wealth Management's COL Position: Q4 2018 in Review

AE Wealth Management sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 3,321 shares — an estimated $467K sold.

AE Wealth Management first reported a position in COL in Q3 2018 and held it in 1 quarter. The position peaked at $467K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • AE Wealth Management reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • AE Wealth Management sold 3,321 Rockwell Collins shares in Q4 2018, an estimated $467K.
  • AE Wealth Management first reported a position in Rockwell Collins in Q3 2018 and held it in 1 quarter.
  • AE Wealth Management's Rockwell Collins position peaked at $467K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on AE Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.