YWP
COL

YorkBridge Wealth Partners’s Rockwell Collins COL Stock Holding History

YorkBridge Wealth 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
2018
Q4 		– Sell
-451
Closed -$64K – 800
2018
Q3 		$64K Hold
451
– – 0.03% 337
2018
Q2 		$61K Hold
451
– – 0.03% 347
2018
Q1 		$60K Sell
451
-277
-38% -$37.8K 0.03% 354
2017
Q4 		$98K Sell
728
-74
-9% -$9.92K 0.05% 297
2017
Q3 		$105K Sell
802
-65
-7% -$7.9K 0.05% 274
2017
Q2 		$92K Buy
867
+68
+9% +$7.04K 0.05% 290
2017
Q1 		$83K Buy
799
+75
+10% +$7.05K 0.04% 308
2016
Q4 		$67K Buy
+724
New +$63.8K 0.04% 311

Other funds holding COL

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