KA
COL

Kaizen Advisory’s Rockwell Collins COL Stock Holding History

Kaizen Advisory’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
-414
Closed -$58K – 574
2018
Q3 		$58K Hold
414
– – 0.03% 309
2018
Q2 		$56K Buy
414
+261
+171% +$35.3K 0.03% 316
2018
Q1 		$21K Hold
153
– – 0.02% 331
2017
Q4 		$21K Buy
+153
New +$20.5K 0.01% 325

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

Kaizen Advisory's COL Position: Q4 2018 in Review

Kaizen Advisory sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 414 shares — an estimated $58K sold.

Kaizen Advisory first reported a position in COL in Q4 2017 and held it in 4 quarters. The position peaked at $58K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Kaizen Advisory reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Kaizen Advisory sold 414 Rockwell Collins shares in Q4 2018, an estimated $58K.
  • Kaizen Advisory first reported a position in Rockwell Collins in Q4 2017 and held it in 4 quarters.
  • Kaizen Advisory's Rockwell Collins position peaked at $58K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.