CWSR
COL

Chessman Wealth Strategies RIA’s Rockwell Collins COL Stock Holding History

Chessman Wealth Strategies RIA’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
-1,600
Closed -$225K – 202
2018
Q3 		$225K Hold
1,600
– – 0.2% 30
2018
Q2 		$215K Hold
1,600
– – 0.19% 26
2018
Q1 		$216K Hold
1,600
– – 0.27% 24
2017
Q4 		$217K Buy
+1,600
New +$214K 0.22% 28

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 $820M AUM 31.98% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Chessman Wealth Strategies RIA's COL Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 1,600 shares — an estimated $225K sold.

Chessman Wealth Strategies RIA first reported a position in COL in Q4 2017 and held it in 4 quarters. The position peaked at $225K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 1,600 Rockwell Collins shares in Q4 2018, an estimated $225K.
  • Chessman Wealth Strategies RIA first reported a position in Rockwell Collins in Q4 2017 and held it in 4 quarters.
  • Chessman Wealth Strategies RIA's Rockwell Collins position peaked at $225K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.