OFW
COL

Omnia Family Wealth’s Rockwell Collins COL Stock Holding History

Omnia Family Wealth’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
-6
Closed -$1K – 631
2018
Q3 		$1K Hold
6
– – ﹤0.01% 572
2018
Q2 		$1K Hold
6
– – ﹤0.01% 560
2018
Q1 		$1K Hold
6
– – ﹤0.01% 596
2017
Q4 		$1K Sell
6
-27
-82% -$3.62K ﹤0.01% 597
2017
Q3 		$4K Hold
33
– – ﹤0.01% 374
2017
Q2 		$3K Buy
33
+6
+22% +$621 ﹤0.01% 557
2017
Q1 		$3K Hold
27
– – ﹤0.01% 547
2016
Q4 		$3K Buy
+27
New +$2.38K ﹤0.01% 560

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