LWM
COL

Lenox Wealth Management’s Rockwell Collins COL Stock Holding History

Lenox 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
-17
Closed -$2K – 708
2018
Q3 		$2K Hold
17
– – ﹤0.01% 594
2018
Q2 		$2K Buy
+17
New +$2.3K ﹤0.01% 517

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

Lenox Wealth Management's COL Position: Q4 2018 in Review

Lenox Wealth Management sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 17 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in COL in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Lenox Wealth Management reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 17 Rockwell Collins shares in Q4 2018, an estimated $2K.
  • Lenox Wealth Management first reported a position in Rockwell Collins in Q2 2018 and held it in 2 quarters.
  • Lenox Wealth Management's Rockwell Collins position peaked at $2K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.