FFA
COL

First Foundation Advisors’s Rockwell Collins COL Stock Holding History

First Foundation 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
-4,172
Closed -$586K – 411
2018
Q3 		$586K Hold
4,172
– – 0.03% 218
2018
Q2 		$562K Buy
4,172
+3
+0.1% +$406 0.03% 203
2018
Q1 		$562K Sell
4,169
-368
-8% -$50.2K 0.03% 203
2017
Q4 		$615K Buy
4,537
+25
+0.6% +$3.35K 0.03% 212
2017
Q3 		$590K Sell
4,512
-51
-1% -$6.2K 0.03% 187
2017
Q2 		$479K Buy
4,563
+12
+0.3% +$1.24K 0.03% 206
2017
Q1 		$442K Buy
4,551
+51
+1% +$4.79K 0.03% 223
2016
Q4 		$417K Hold
4,500
– – 0.03% 220
2016
Q3 		$380K Hold
4,500
– – 0.03% 221
2016
Q2 		$383K Sell
4,500
-325
-7% -$29K 0.03% 218
2016
Q1 		$445K Hold
4,825
– – 0.03% 186
2015
Q4 		$445K Buy
4,825
+200
+4% +$17.7K 0.03% 186
2015
Q3 		$379K Buy
4,625
+325
+8% +$27.9K 0.03% 172
2015
Q2 		$397K Hold
4,300
– – 0.03% 166
2015
Q1 		$415K Hold
4,300
– – 0.03% 158
2014
Q4 		$363K Hold
4,300
– – 0.03% 175
2014
Q3 		$338K Hold
4,300
– – 0.03% 171
2014
Q2 		$336K Buy
+4,300
New +$338K 0.04% 162

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

First Foundation Advisors's COL Position: Q4 2018 in Review

First Foundation Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 4,172 shares — an estimated $586K sold.

First Foundation Advisors first reported a position in COL in Q2 2014 and held it in 18 quarters. The position peaked at $615K in Q4 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • First Foundation Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • First Foundation Advisors sold 4,172 Rockwell Collins shares in Q4 2018, an estimated $586K.
  • First Foundation Advisors first reported a position in Rockwell Collins in Q2 2014 and held it in 18 quarters.
  • First Foundation Advisors's Rockwell Collins position peaked at $615K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on First Foundation Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.