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 – 1876
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 $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

Valeo Financial Advisors's COL Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 30 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in COL in Q3 2017 and held it in 5 quarters. The position peaked at $46K in Q3 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 30 Rockwell Collins shares in Q4 2018, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Rockwell Collins in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Rockwell Collins position peaked at $46K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.