Westside Investment Management’s Rockwell Collins COL Stock Holding History

Westside Investment Management’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	-2,500	Closed	-$353K	–	842
2018 Q3	$353K	Hold	2,500	–	–	0.11%	107
2018 Q2	$338K	Hold	2,500	–	–	0.12%	118
2018 Q1	$336K	Hold	2,500	–	–	0.18%	114
2017 Q4	$342K	Hold	2,500	–	–	0.19%	115
2017 Q3	$333K	Hold	2,500	–	–	0.2%	102
2017 Q2	$269K	Hold	2,500	–	–	0.18%	113
2017 Q1	$246K	Buy	+2,500	New	+$235K	0.12%	115

Other funds holding COL

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Westside Investment Management's COL Position: Q4 2018 in Review

Westside Investment Management sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 2,500 shares — an estimated $353K sold.

Westside Investment Management first reported a position in COL in Q1 2017 and held it in 7 quarters. The position peaked at $353K in Q3 2018. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

Westside Investment Management reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
Westside Investment Management sold 2,500 Rockwell Collins shares in Q4 2018, an estimated $353K.
Westside Investment Management first reported a position in Rockwell Collins in Q1 2017 and held it in 7 quarters.
Westside Investment Management's Rockwell Collins position peaked at $353K in Q3 2018.
4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.