BSW
COL

Buckingham Strategic Wealth’s Rockwell Collins COL Stock Holding History

Buckingham Strategic Wealth’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
-1,427
Closed -$200K – 398
2018
Q3 		$200K Buy
+1,427
New +$196K 0.03% 346

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

Buckingham Strategic Wealth's COL Position: Q4 2018 in Review

Buckingham Strategic Wealth sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 1,427 shares — an estimated $200K sold.

Buckingham Strategic Wealth first reported a position in COL in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Buckingham Strategic Wealth reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,427 Rockwell Collins shares in Q4 2018, an estimated $200K.
  • Buckingham Strategic Wealth first reported a position in Rockwell Collins in Q3 2018 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Rockwell Collins position peaked at $200K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2018, filed 11 Feb 2019.