LC
COL

Lourd Capital’s Rockwell Collins COL Stock Holding History

Lourd Capital’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
-1,714
Closed -$241K – 354
2018
Q3 		$241K Buy
+1,714
New +$236K 0.02% 271
2018
Q1 		– Sell
-1,598
Closed -$217K – 360
2017
Q4 		$217K Buy
+1,598
New +$214K 0.01% 326

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

Lourd Capital's COL Position: Q4 2018 in Review

Lourd Capital sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 1,714 shares — an estimated $241K sold.

Lourd Capital first reported a position in COL in Q4 2017 and held it in 2 quarters. The position peaked at $241K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Lourd Capital reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Lourd Capital sold 1,714 Rockwell Collins shares in Q4 2018, an estimated $241K.
  • Lourd Capital first reported a position in Rockwell Collins in Q4 2017 and held it in 2 quarters.
  • Lourd Capital's Rockwell Collins position peaked at $241K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.