RWA
COL

River Wealth Advisors’s Rockwell Collins COL Stock Holding History

River Wealth 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
-270
Closed -$38K – 609
2018
Q3 		$38K Hold
270
– – 0.01% 311
2018
Q2 		$36K Buy
+270
New +$36.5K 0.01% 303

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

River Wealth Advisors's COL Position: Q4 2018 in Review

River Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 270 shares — an estimated $38K sold.

River Wealth Advisors first reported a position in COL in Q2 2018 and held it in 2 quarters. The position peaked at $38K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • River Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 270 Rockwell Collins shares in Q4 2018, an estimated $38K.
  • River Wealth Advisors first reported a position in Rockwell Collins in Q2 2018 and held it in 2 quarters.
  • River Wealth Advisors's Rockwell Collins position peaked at $38K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.