LWM
COL

LBA Wealth Management’s Rockwell Collins COL Stock Holding History

LBA 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
2017
Q1 		$32K Buy
+325
New +$30.6K 0.02% 237

Other funds holding COL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LBA Wealth Management's COL Position: Q1 2017 in Review

LBA Wealth Management opened a new position in Rockwell Collins (COL) in Q1 2017: 325 shares worth $32K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings.

555 funds tracked by Wall St. Rank hold COL as of Q1 2017.

  • LBA Wealth Management held 325 shares of Rockwell Collins worth $32K as of Q1 2017.
  • Rockwell Collins was a new LBA Wealth Management position in Q1 2017.
  • Rockwell Collins made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #237 holding.
  • 555 funds tracked by Wall St. Rank held Rockwell Collins as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.