CCWA
COL

CLA (CliftonLarsonAllen) Wealth Advisors’s Rockwell Collins COL Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-309,070
Closed -$43.4M – 143
2018
Q3 		$43.4M Hold
309,070
– – 4.05% 6
2018
Q2 		$41.6M Hold
309,070
– – 4.07% 6
2018
Q1 		$41.7M Hold
309,070
– – 4.17% 6
2017
Q4 		$41.9M Hold
309,070
– – 4.31% 6
2017
Q3 		$40.4M Sell
309,070
-51
-0% -$6.2K 4.27% 6
2017
Q2 		$32.5M Buy
309,121
+51
+0% +$5.28K 3.63% 7
2017
Q1 		$30M Hold
309,070
– – 3.36% 9
2016
Q4 		$28.7M Sell
309,070
-1
-0% -$88 3.28% 8
2016
Q3 		$26.1M Buy
+309,071
New +$26.1M 3.18% 9

Other funds holding COL

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

CLA (CliftonLarsonAllen) Wealth Advisors's COL Position: Q4 2018 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 309,070 shares — an estimated $43.4M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in COL in Q3 2016 and held it in 9 quarters. The position peaked at $43.4M in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 309,070 Rockwell Collins shares in Q4 2018, an estimated $43.4M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Rockwell Collins in Q3 2016 and held it in 9 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Rockwell Collins position peaked at $43.4M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.