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	–	797
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 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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

YorkBridge Wealth Partners's COL Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Rockwell Collins (COL) in Q4 2018, closing a stake of 451 shares — an estimated $64K sold.

YorkBridge Wealth Partners first reported a position in COL in Q4 2016 and held it in 8 quarters. The position peaked at $105K in Q3 2017. 4 funds tracked by Wall St. Rank hold COL as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Rockwell Collins position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 451 Rockwell Collins shares in Q4 2018, an estimated $64K.
YorkBridge Wealth Partners first reported a position in Rockwell Collins in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Rockwell Collins position peaked at $105K in Q3 2017.
4 funds tracked by Wall St. Rank held Rockwell Collins as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.