HWA
COL

Heritage Wealth Advisors’s Rockwell Collins COL Stock Holding History

Heritage 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
-94
Closed -$13K – 424
2018
Q3 		$13K Buy
+94
New +$12.9K ﹤0.01% 289

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

Heritage Wealth Advisors's COL Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 94 shares — an estimated $13K sold.

Heritage Wealth Advisors first reported a position in COL in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 94 Rockwell Collins shares in Q4 2018, an estimated $13K.
  • Heritage Wealth Advisors first reported a position in Rockwell Collins in Q3 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's Rockwell Collins position peaked at $13K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.