WP
COL

WealthPLAN Partners’s Rockwell Collins COL Stock Holding History

WealthPLAN Partners’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
2015
Q4 		$1.2K Buy
+39
New +$3.46K ﹤0.01% 1533
2015
Q2 		$3K Sell
29
-15
-34% -$1.44K ﹤0.01% 376
2015
Q1 		$4K Buy
+44
New +$3.94K ﹤0.01% 449

Other funds holding COL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's COL Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Rockwell Collins (COL) in Q4 2015: 39 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in COL as recently as Q2 2015.

WealthPLAN Partners first reported a position in COL in Q1 2015 and has held it in 3 quarters since. The position peaked at $4K in Q1 2015. 486 funds tracked by Wall St. Rank hold COL as of Q4 2015.

  • WealthPLAN Partners held 39 shares of Rockwell Collins worth $1.2K as of Q4 2015.
  • Rockwell Collins was a new WealthPLAN Partners position in Q4 2015.
  • Rockwell Collins made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1533 holding.
  • WealthPLAN Partners first reported a position in Rockwell Collins in Q1 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Rockwell Collins position peaked at $4K in Q1 2015.
  • 486 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.