UCFA
COL

United Capital Financial Advisors’s Rockwell Collins COL Stock Holding History

United Capital Financial 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
-5,126
Closed -$720K – 1401
2018
Q3 		$720K Sell
5,126
-130
-2% -$17.9K 0.01% 863
2018
Q2 		$708K Sell
5,256
-1,974
-27% -$267K 0.01% 851
2018
Q1 		$975K Buy
7,230
+16
+0.2% +$2.18K 0.01% 779
2017
Q4 		$979K Buy
7,214
+39
+0.5% +$5.23K 0.01% 783
2017
Q3 		$938K Sell
7,175
-605
-8% -$73.5K 0.01% 791
2017
Q2 		$817K Buy
7,780
+1,997
+35% +$207K 0.01% 817
2017
Q1 		$562K Buy
5,783
+17
+0.3% +$1.6K 0.01% 888
2016
Q4 		$535K Sell
5,766
-954
-14% -$84.1K 0.01% 924
2016
Q3 		$567K Sell
6,720
-527
-7% -$44.4K 0.01% 926
2016
Q2 		$616K Buy
7,247
+555
+8% +$49.5K 0.01% 857
2016
Q1 		$617K Sell
6,692
-341
-5% -$29.6K 0.01% 818
2015
Q4 		$649K Buy
7,033
+250
+4% +$22.1K 0.01% 818
2015
Q3 		$555K Buy
6,783
+40
+0.6% +$3.43K 0.01% 862
2015
Q2 		$623K Sell
6,743
-1,835
-21% -$177K 0.01% 846
2015
Q1 		$835K Sell
8,578
-47
-0.5% -$4.2K 0.01% 768
2014
Q4 		$729K Buy
8,625
+104
+1% +$8.53K 0.01% 714
2014
Q3 		$669K Buy
+8,521
New +$655K 0.01% 713
2014
Q2 		– Sell
-6,539
Closed -$521K – 972
2014
Q1 		$521K Buy
6,539
+2,043
+45% +$161K 0.01% 627
2013
Q4 		$332K Buy
+4,496
New +$319K 0.01% 509
2013
Q3 		– Sell
-6,126
Closed -$388K – 768
2013
Q2 		$388K Buy
+6,126
New +$391K 0.01% 551

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

United Capital Financial Advisors's COL Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 5,126 shares — an estimated $720K sold.

United Capital Financial Advisors first reported a position in COL in Q2 2013 and held it in 20 quarters. The position peaked at $979K in Q4 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,126 Rockwell Collins shares in Q4 2018, an estimated $720K.
  • United Capital Financial Advisors first reported a position in Rockwell Collins in Q2 2013 and held it in 20 quarters.
  • United Capital Financial Advisors's Rockwell Collins position peaked at $979K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.