TWA
COL

TCI Wealth Advisors’s Rockwell Collins COL Stock Holding History

TCI 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
-86
Closed -$12K – 1793
2018
Q3 		$12K Sell
86
-1,005
-92% -$138K 0.01% 615
2018
Q2 		$147K Buy
1,091
+27
+3% +$3.65K 0.07% 177
2018
Q1 		$143K Sell
1,064
-23
-2% -$3.14K 0.07% 175
2017
Q4 		$147K Hold
1,087
– – 0.06% 188
2017
Q3 		$142K Hold
1,087
– – 0.07% 173
2017
Q2 		$114K Hold
1,087
– – 0.06% 185
2017
Q1 		$106K Hold
1,087
– – 0.06% 201
2016
Q4 		$101K Hold
1,087
– – 0.05% 219
2016
Q3 		$92K Hold
1,087
– – 0.05% 221
2016
Q2 		$93K Hold
1,087
– – 0.05% 214
2016
Q1 		$100K Hold
1,087
– – 0.06% 206
2015
Q4 		$100K Hold
1,087
– – 0.06% 208
2015
Q3 		$89K Sell
1,087
-60
-5% -$5.15K 0.05% 208
2015
Q2 		$106K Hold
1,147
– – 0.06% 188
2015
Q1 		$111K Hold
1,147
– – 0.07% 166
2014
Q4 		$97K Hold
1,147
– – 0.06% 180
2014
Q3 		$90K Hold
1,147
– – 0.06% 179
2014
Q2 		$90K Hold
1,147
– – 0.05% 185
2014
Q1 		$91K Buy
1,147
+16
+1% +$1.26K 0.06% 174
2013
Q4 		$84K Buy
1,131
+44
+4% +$3.13K 0.05% 181
2013
Q3 		$74K Hold
1,087
– – 0.06% 175
2013
Q2 		$69K Buy
+1,087
New +$69.3K 0.05% 189

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

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

TCI Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 86 shares — an estimated $12K sold.

TCI Wealth Advisors first reported a position in COL in Q2 2013 and held it in 22 quarters. The position peaked at $147K in Q2 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • TCI Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 86 Rockwell Collins shares in Q4 2018, an estimated $12K.
  • TCI Wealth Advisors first reported a position in Rockwell Collins in Q2 2013 and held it in 22 quarters.
  • TCI Wealth Advisors's Rockwell Collins position peaked at $147K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.