WAM
COL

Wealthspire Advisors (Maryland)’s Rockwell Collins COL Stock Holding History

Wealthspire Advisors (Maryland)’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
-920
Closed -$129K – 2675
2018
Q3 		$129K Sell
920
-9
-1% -$1.24K 0.01% 593
2018
Q2 		$125K Sell
929
-13
-1% -$1.76K 0.01% 616
2018
Q1 		$127K Sell
942
-349
-27% -$47.6K 0.01% 618
2017
Q4 		$175K Sell
1,291
-254
-16% -$34K 0.02% 535
2017
Q3 		$202K Buy
1,545
+1,036
+204% +$126K 0.02% 472
2017
Q2 		$53K Buy
509
+61
+14% +$6.32K 0.01% 936
2017
Q1 		$44K Buy
448
+26
+6% +$2.44K 0.01% 837
2016
Q4 		$39K Buy
422
+44
+12% +$3.88K 0.01% 844
2016
Q3 		$32K Sell
378
-41
-10% -$3.46K 0.01% 916
2016
Q2 		$36K Sell
419
-25
-6% -$2.23K 0.01% 815
2016
Q1 		$41K Sell
444
-4,357
-91% -$378K 0.01% 755
2015
Q4 		$443K Buy
+4,801
New +$425K 0.08% 177

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

Wealthspire Advisors (Maryland)'s COL Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 920 shares — an estimated $129K sold.

Wealthspire Advisors (Maryland) first reported a position in COL in Q4 2015 and held it in 12 quarters. The position peaked at $443K in Q4 2015. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 920 Rockwell Collins shares in Q4 2018, an estimated $129K.
  • Wealthspire Advisors (Maryland) first reported a position in Rockwell Collins in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Rockwell Collins position peaked at $443K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.