TPWA
COL

TRUE Private Wealth Advisors’s Rockwell Collins COL Stock Holding History

TRUE Private 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
-4,116
Closed -$578K – 1061
2018
Q3 		$578K Buy
4,116
+9
+0.2% +$1.24K 0.08% 156
2018
Q2 		$553K Buy
4,107
+200
+5% +$27.1K 0.09% 149
2018
Q1 		$526K Buy
3,907
+292
+8% +$39.9K 0.09% 128
2017
Q4 		$490K Buy
+3,615
New +$485K 0.08% 132

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 $715M AUM 22.34% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return