APP
COL

Avantax Planning Partners’s Rockwell Collins COL Stock Holding History

Avantax Planning Partners’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
-4,062
Closed -$571K – 1442
2018
Q3 		$571K Buy
4,062
+1
+0% +$138 0.05% 131
2018
Q2 		$547K Sell
4,061
-51
-1% -$6.9K 0.05% 128
2018
Q1 		$555K Hold
4,112
– – 0.05% 164
2017
Q4 		$558K Sell
4,112
-1,455
-26% -$195K 0.05% 157
2017
Q3 		$728K Buy
5,567
+20
+0.4% +$2.43K 0.06% 152
2017
Q2 		$583K Buy
5,547
+3,256
+142% +$337K 0.05% 172
2017
Q1 		$223K Hold
2,291
– – 0.02% 298
2016
Q4 		$212K Buy
+2,291
New +$202K 0.02% 289

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