JWA
COL

JFS Wealth Advisors’s Rockwell Collins COL Stock Holding History

JFS 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
-407
Closed -$57K – 566
2018
Q3 		$57K Hold
407
– – 0.01% 237
2018
Q2 		$55K Buy
407
+307
+307% +$41.5K 0.01% 236
2018
Q1 		$13K Hold
100
– – ﹤0.01% 352
2017
Q4 		$14K Hold
100
– – ﹤0.01% 361
2017
Q3 		$13K Hold
100
– – ﹤0.01% 358
2017
Q2 		$11K Hold
100
– – ﹤0.01% 341
2017
Q1 		$9K Hold
100
– – ﹤0.01% 362
2016
Q4 		$9K Hold
100
– – ﹤0.01% 362
2016
Q3 		$8K Hold
100
– – ﹤0.01% 403
2016
Q2 		$9K Sell
100
-7
-7% -$624 ﹤0.01% 398
2016
Q1 		$10K Buy
107
+7
+7% +$607 ﹤0.01% 402
2015
Q4 		$9K Hold
100
– – ﹤0.01% 411
2015
Q3 		$8K Hold
100
– – ﹤0.01% 372
2015
Q2 		$9K Hold
100
– – ﹤0.01% 377
2015
Q1 		$10K Hold
100
– – ﹤0.01% 368
2014
Q4 		$8K Hold
100
– – ﹤0.01% 398
2014
Q3 		$8K Hold
100
– – ﹤0.01% 356
2014
Q2 		$8K Buy
+100
New +$7.86K ﹤0.01% 348

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

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

JFS Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 407 shares — an estimated $57K sold.

JFS Wealth Advisors first reported a position in COL in Q2 2014 and held it in 18 quarters. The position peaked at $57K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • JFS Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 407 Rockwell Collins shares in Q4 2018, an estimated $57K.
  • JFS Wealth Advisors first reported a position in Rockwell Collins in Q2 2014 and held it in 18 quarters.
  • JFS Wealth Advisors's Rockwell Collins position peaked at $57K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

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