VFA
COL

Valeo Financial Advisors’s Rockwell Collins COL Stock Holding History

Valeo 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
-30
Closed -$4K – 1880
2018
Q3 		$4K Sell
30
-144
-83% -$19.8K ﹤0.01% 1314
2018
Q2 		$24K Hold
174
– – ﹤0.01% 719
2018
Q1 		$23K Buy
174
+1
+0.6% +$137 ﹤0.01% 682
2017
Q4 		$24K Sell
173
-177
-51% -$23.7K ﹤0.01% 633
2017
Q3 		$46K Buy
+350
New +$42.5K 0.01% 417

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