SPIA
COL

Steward Partners Investment Advisory’s Rockwell Collins COL Stock Holding History

Steward Partners Investment Advisory’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
-867
Closed -$122K – 2567
2018
Q3 		$122K Buy
867
+476
+122% +$65.5K 0.01% 870
2018
Q2 		$53K Buy
391
+369
+1,677% +$49.9K ﹤0.01% 1087
2018
Q1 		$2K Sell
22
-2,333
-99% -$318K ﹤0.01% 2085
2017
Q4 		$319K Buy
2,355
+11
+0.5% +$1.47K 0.02% 436
2017
Q3 		$306K Buy
2,344
+2,318
+8,915% +$282K 0.03% 372
2017
Q2 		$2K Sell
26
-42
-62% -$4.35K ﹤0.01% 1476
2017
Q1 		$6K Hold
68
– – ﹤0.01% 1099
2016
Q4 		$6K Buy
+68
New +$5.99K ﹤0.01% 648

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 $820M AUM 31.98% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Steward Partners Investment Advisory's COL Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 867 shares — an estimated $122K sold.

Steward Partners Investment Advisory first reported a position in COL in Q4 2016 and held it in 8 quarters. The position peaked at $319K in Q4 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 867 Rockwell Collins shares in Q4 2018, an estimated $122K.
  • Steward Partners Investment Advisory first reported a position in Rockwell Collins in Q4 2016 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Rockwell Collins position peaked at $319K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.