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Avantax Planning Partners’s Molson Coors Class B TAP Stock Holding History

Avantax Planning Partners’s Portfolio TAP Stock Details TAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-202
Closed -$12K – 1086
2018
Q3 		$12K Buy
+202
New +$13.4K ﹤0.01% 838
2018
Q2 		– Sell
-139
Closed -$10K – 1328
2018
Q1 		$10K Buy
+139
New +$11.1K ﹤0.01% 1065

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avantax Planning Partners's TAP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Molson Coors Class B (TAP) in Q4 2018, closing a stake of 202 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in TAP in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 594 funds tracked by Wall St. Rank hold TAP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Molson Coors Class B position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 202 Molson Coors Class B shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Molson Coors Class B in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Molson Coors Class B position peaked at $12K in Q3 2018.
  • 594 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2018.

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