JMPWA
COL

JP Morgan Private Wealth Advisors’s Rockwell Collins COL Stock Holding History

JP Morgan Private 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
-7,294
Closed -$1.02M – 1653
2018
Q3 		$1.02M Sell
7,294
-704
-9% -$96.9K 0.01% 822
2018
Q2 		$1.08M Sell
7,998
-1,799
-18% -$243K 0.01% 745
2018
Q1 		$1.32M Sell
9,797
-1,212
-11% -$165K 0.01% 582
2017
Q4 		$1.49M Sell
11,009
-1,134
-9% -$152K 0.01% 556
2017
Q3 		$1.59M Sell
12,143
-5,267
-30% -$640K 0.01% 518
2017
Q2 		$1.83M Buy
17,410
+915
+6% +$94.8K 0.01% 478
2017
Q1 		$1.6M Buy
16,495
+4,967
+43% +$467K 0.01% 511
2016
Q4 		$1.07M Sell
11,528
-274
-2% -$24.2K 0.01% 584
2016
Q3 		$995K Sell
11,802
-4,904
-29% -$414K 0.01% 594
2016
Q2 		$1.42M Buy
16,706
+7,985
+92% +$712K 0.01% 508
2016
Q1 		$804K Buy
8,721
+5,000
+134% +$434K 0.01% 611
2015
Q4 		$343K Buy
+3,721
New +$330K ﹤0.01% 815
2015
Q3 		– Sell
-125,412
Closed -$11.6M – 1183
2015
Q2 		$11.6M Buy
125,412
+14
+0% +$1.35K 0.13% 173
2015
Q1 		$12.1M Buy
125,398
+5,024
+4% +$449K 0.14% 155
2014
Q4 		$10.2M Buy
120,374
+149
+0.1% +$12.2K 0.12% 182
2014
Q3 		$9.44M Buy
+120,225
New +$9.24M 0.12% 183
2014
Q2 		– Sell
-3,077
Closed -$245K – 938
2014
Q1 		$245K Buy
3,077
+96
+3% +$7.55K ﹤0.01% 766
2013
Q4 		$220K Buy
+2,981
New +$212K ﹤0.01% 596

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

JP Morgan Private Wealth Advisors's COL Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 7,294 shares — an estimated $1.02M sold.

JP Morgan Private Wealth Advisors first reported a position in COL in Q4 2013 and held it in 18 quarters. The position peaked at $12.1M in Q1 2015. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,294 Rockwell Collins shares in Q4 2018, an estimated $1.02M.
  • JP Morgan Private Wealth Advisors first reported a position in Rockwell Collins in Q4 2013 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Rockwell Collins position peaked at $12.1M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.