OPWM
COL

Oak Point Wealth Management’s Rockwell Collins COL Stock Holding History

Oak Point 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
Q1 		$181K Hold
1,345
– – 0.18% 99
2017
Q4 		$182K Buy
+1,345
New +$180K 0.18% 103

Other funds holding COL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Oak Point Wealth Management's COL Position: Q1 2018 in Review

Oak Point Wealth Management held its Rockwell Collins (COL) position steady in Q1 2018 at 1,345 shares worth $181K. The position accounts for 0.18% of the portfolio, ranked #99.

Oak Point Wealth Management first reported a position in COL in Q4 2017 and has held it in 2 quarters since. The position peaked at $182K in Q4 2017. 654 funds tracked by Wall St. Rank hold COL as of Q1 2018.

  • Oak Point Wealth Management held 1,345 shares of Rockwell Collins worth $181K as of Q1 2018.
  • Oak Point Wealth Management left its Rockwell Collins share count unchanged in Q1 2018.
  • Rockwell Collins made up 0.18% of Oak Point Wealth Management's portfolio in Q1 2018, its #99 holding.
  • Oak Point Wealth Management first reported a position in Rockwell Collins in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Rockwell Collins position peaked at $182K in Q4 2017.
  • 654 funds tracked by Wall St. Rank held Rockwell Collins as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.