MWPCG
COL

Measured Wealth Private Client Group’s Rockwell Collins COL Stock Holding History

Measured Wealth Private Client 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
-189
Closed -$27K – 840
2018
Q3 		$27K Buy
+189
New +$26K 0.02% 477

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 $715M AUM 22.34% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Measured Wealth Private Client Group's COL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 189 shares — an estimated $27K sold.

Measured Wealth Private Client Group first reported a position in COL in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 189 Rockwell Collins shares in Q4 2018, an estimated $27K.
  • Measured Wealth Private Client Group first reported a position in Rockwell Collins in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Rockwell Collins position peaked at $27K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.