IFAM
COL

Institutional & Family Asset Management’s Rockwell Collins COL Stock Holding History

Institutional & Family Asset Management’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
-1,498
Closed -$210K – 915
2018
Q3 		$210K Hold
1,498
– – 0.04% 183
2018
Q2 		$202K Hold
1,498
– – 0.04% 181
2018
Q1 		$202K Sell
1,498
-204
-12% -$27.8K 0.04% 169
2017
Q4 		$231K Sell
1,702
-101
-6% -$13.5K 0.04% 157
2017
Q3 		$236K Buy
+1,803
New +$219K 0.05% 163

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

Institutional & Family Asset Management's COL Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 1,498 shares — an estimated $210K sold.

Institutional & Family Asset Management first reported a position in COL in Q3 2017 and held it in 5 quarters. The position peaked at $236K in Q3 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,498 Rockwell Collins shares in Q4 2018, an estimated $210K.
  • Institutional & Family Asset Management first reported a position in Rockwell Collins in Q3 2017 and held it in 5 quarters.
  • Institutional & Family Asset Management's Rockwell Collins position peaked at $236K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.