Ropes Wealth Advisors’s Rockwell Collins COL Stock Holding History

Ropes 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	-310	Closed	-$44K	–	555
2018 Q3	$44K	Hold	310	–	–	0.01%	344
2018 Q2	$42K	Hold	310	–	–	0.01%	365
2018 Q1	$42K	Hold	310	–	–	0.01%	350
2017 Q4	$42K	Buy	+310	New	+$41.5K	0.01%	369

Other funds holding COL

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 310 shares — an estimated $44K sold.

Ropes Wealth Advisors first reported a position in COL in Q4 2017 and held it in 4 quarters. The position peaked at $44K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

Ropes Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 310 Rockwell Collins shares in Q4 2018, an estimated $44K.
Ropes Wealth Advisors first reported a position in Rockwell Collins in Q4 2017 and held it in 4 quarters.
Ropes Wealth Advisors's Rockwell Collins position peaked at $44K in Q3 2018.
4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.