BWM
COL

Baystate Wealth Management’s Rockwell Collins COL Stock Holding History

Baystate 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
-100
Closed -$13K – 746
2018
Q3 		$13K Hold
100
– – ﹤0.01% 346
2018
Q2 		$14K Hold
100
– – ﹤0.01% 335
2018
Q1 		$13K Hold
100
– – ﹤0.01% 334
2017
Q4 		$14K Hold
100
– – ﹤0.01% 339
2017
Q3 		$13K Hold
100
– – ﹤0.01% 329
2017
Q2 		$11K Hold
100
– – ﹤0.01% 337
2017
Q1 		$10K Hold
100
– – ﹤0.01% 340
2016
Q4 		$9K Buy
+100
New +$8.81K ﹤0.01% 318

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