MWM
COL

Mission Wealth Management’s Rockwell Collins COL Stock Holding History

Mission 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
-2,397
Closed -$337K – 305
2018
Q3 		$337K Buy
2,397
+337
+16% +$46.4K 0.04% 199
2018
Q2 		$277K Buy
2,060
+165
+9% +$22.3K 0.04% 209
2018
Q1 		$256K Buy
1,895
+130
+7% +$17.7K 0.04% 184
2017
Q4 		$239K Buy
+1,765
New +$237K 0.04% 186

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