Wealth Enhancement Advisory Services
COL

Wealth Enhancement Advisory Services’s Rockwell Collins COL Stock Holding History

Wealth Enhancement Advisory Services’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
2017
Q1 		– Sell
-8,077
Closed -$749K – 190
2016
Q4 		$749K Buy
+8,077
New +$712K 0.09% 115

Other funds holding COL

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's COL Position: Q1 2017 in Review

Wealth Enhancement Advisory Services sold out of Rockwell Collins (COL) in Q1 2017, closing a stake of 8,077 shares — an estimated $749K sold.

Wealth Enhancement Advisory Services first reported a position in COL in Q4 2016 and held it in 1 quarter. The position peaked at $749K in Q4 2016. 555 funds tracked by Wall St. Rank hold COL as of Q1 2017.

  • Wealth Enhancement Advisory Services reported no remaining Rockwell Collins position as of Q1 2017 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 8,077 Rockwell Collins shares in Q1 2017, an estimated $749K.
  • Wealth Enhancement Advisory Services first reported a position in Rockwell Collins in Q4 2016 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Rockwell Collins position peaked at $749K in Q4 2016.
  • 555 funds tracked by Wall St. Rank held Rockwell Collins as of Q1 2017.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2017, filed 18 Apr 2017.