KJWM
COL

Kiley Juergens Wealth Management’s Rockwell Collins COL Stock Holding History

Kiley Juergens Wealth 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
-33
Closed -$4K – 773
2018
Q3 		$4K Hold
33
– – ﹤0.01% 549
2018
Q2 		$4K Buy
+33
New +$4.46K ﹤0.01% 511
2018
Q1 		– Sell
-62
Closed -$8K – 699
2017
Q4 		$8K Buy
+62
New +$8.31K 0.01% 499

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

Kiley Juergens Wealth Management's COL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 33 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in COL in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 33 Rockwell Collins shares in Q4 2018, an estimated $4K.
  • Kiley Juergens Wealth Management first reported a position in Rockwell Collins in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Rockwell Collins position peaked at $8K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.