LFG
COL

LifePlan Financial Group’s Rockwell Collins COL Stock Holding History

LifePlan Financial Group’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
-178
Closed -$25K – 575
2018
Q3 		$25K Hold
178
– – 0.01% 320
2018
Q2 		$24K Hold
178
– – 0.01% 320
2018
Q1 		$24K Buy
+178
New +$24.3K 0.01% 298

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

LifePlan Financial Group's COL Position: Q4 2018 in Review

LifePlan Financial Group sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 178 shares — an estimated $25K sold.

LifePlan Financial Group first reported a position in COL in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • LifePlan Financial Group reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 178 Rockwell Collins shares in Q4 2018, an estimated $25K.
  • LifePlan Financial Group first reported a position in Rockwell Collins in Q1 2018 and held it in 3 quarters.
  • LifePlan Financial Group's Rockwell Collins position peaked at $25K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.