OIA
COL

Optimum Investment Advisors’s Rockwell Collins COL Stock Holding History

Optimum Investment Advisors’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
-1,000
Closed -$140K – 1077
2018
Q3 		$140K Sell
1,000
-200
-17% -$27.5K 0.04% 352
2018
Q2 		$162K Hold
1,200
– – 0.05% 326
2018
Q1 		$162K Buy
+1,200
New +$164K 0.05% 322
2017
Q3 		– Sell
-2,225
Closed -$234K – 312
2017
Q2 		$234K Buy
+2,225
New +$230K 0.08% 257
2015
Q1 		$145K Sell
1,500
-500
-25% -$44.7K 0.05% 330
2014
Q4 		$169K Buy
2,000
+100
+5% +$8.21K 0.05% 293
2014
Q3 		$149K Hold
1,900
– – 0.05% 301
2014
Q2 		$148K Hold
1,900
– – 0.05% 301
2014
Q1 		$151K Hold
1,900
– – 0.06% 255
2013
Q4 		$140K Sell
1,900
-75
-4% -$5.33K 0.05% 256
2013
Q3 		$134K Buy
+1,975
New +$140K 0.06% 251

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

Optimum Investment Advisors's COL Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 1,000 shares — an estimated $140K sold.

Optimum Investment Advisors first reported a position in COL in Q3 2013 and held it in 11 quarters. The position peaked at $234K in Q2 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Rockwell Collins shares in Q4 2018, an estimated $140K.
  • Optimum Investment Advisors first reported a position in Rockwell Collins in Q3 2013 and held it in 11 quarters.
  • Optimum Investment Advisors's Rockwell Collins position peaked at $234K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.