LWCFA
COL

Loring Wolcott & Coolidge Fiduciary Advisors’s Rockwell Collins COL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-17,781
Closed -$2.5M – 747
2018
Q3 		$2.5M Hold
17,781
– – 0.04% 114
2018
Q2 		$2.4M Sell
17,781
-3,534
-17% -$478K 0.04% 111
2018
Q1 		$2.87M Sell
21,315
-25
-0.1% -$3.41K 0.05% 111
2017
Q4 		$2.89M Sell
21,340
-54
-0.3% -$7.24K 0.05% 108
2017
Q3 		$2.8M Sell
21,394
-156
-0.7% -$19K 0.05% 108
2017
Q2 		$2.3M Hold
21,550
– – 0.05% 112
2017
Q1 		$2.09M Hold
21,550
– – 0.04% 116
2016
Q4 		$2M Hold
21,550
– – 0.04% 116
2016
Q3 		$1.82M Hold
21,550
– – 0.04% 120
2016
Q2 		$1.83M Sell
21,550
-737
-3% -$65.7K 0.04% 121
2016
Q1 		$2.06M Sell
22,287
-3,010
-12% -$261K 0.05% 114
2015
Q4 		$2.33M Buy
25,297
+3,827
+18% +$339K 0.06% 116
2015
Q3 		$1.98M Hold
21,470
– – 0.05% 112
2015
Q2 		$1.98M Hold
21,470
– – 0.05% 112
2015
Q1 		$2.07M Hold
21,470
– – 0.05% 111
2014
Q4 		$1.81M Sell
21,470
-22
-0.1% -$1.8K 0.05% 117
2014
Q3 		$1.69M Hold
21,492
– – 0.05% 115
2014
Q2 		$1.68M Hold
21,492
– – 0.05% 118
2014
Q1 		$1.71M Hold
21,492
– – 0.05% 116
2013
Q4 		$1.59M Hold
21,492
– – 0.04% 123
2013
Q3 		$1.46M Hold
21,492
– – 0.04% 124
2013
Q2 		$1.36M Buy
+21,492
New +$1.37M 0.04% 133

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 $820M AUM 31.98% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's COL Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 17,781 shares — an estimated $2.5M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COL in Q2 2013 and held it in 22 quarters. The position peaked at $2.89M in Q4 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 17,781 Rockwell Collins shares in Q4 2018, an estimated $2.5M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Rockwell Collins in Q2 2013 and held it in 22 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Rockwell Collins position peaked at $2.89M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.