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 Oaks, Pennsylvania $113B AUM 34.64% 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 $820M AUM 31.98% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Avantax Planning Partners's COL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 4,062 shares — an estimated $571K sold.

Avantax Planning Partners first reported a position in COL in Q4 2016 and held it in 8 quarters. The position peaked at $728K in Q3 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

Avantax Planning Partners reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 4,062 Rockwell Collins shares in Q4 2018, an estimated $571K.
Avantax Planning Partners first reported a position in Rockwell Collins in Q4 2016 and held it in 8 quarters.
Avantax Planning Partners's Rockwell Collins position peaked at $728K in Q3 2017.
4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.