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 $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

TRUE Private Wealth Advisors's COL Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 4,116 shares — an estimated $578K sold.

TRUE Private Wealth Advisors first reported a position in COL in Q4 2017 and held it in 4 quarters. The position peaked at $578K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 4,116 Rockwell Collins shares in Q4 2018, an estimated $578K.
  • TRUE Private Wealth Advisors first reported a position in Rockwell Collins in Q4 2017 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's Rockwell Collins position peaked at $578K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.