BWM
TAP icon

Buckley Wealth Management’s Molson Coors Class B TAP Stock Holding History

Buckley Wealth Management’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
-5,340
Closed -$328K – 147
2018
Q3 		$328K Hold
5,340
– – 0.14% 128
2018
Q2 		$363K Hold
5,340
– – 0.17% 114
2018
Q1 		$402K Hold
5,340
– – 0.2% 108
2017
Q4 		$438K Buy
+5,340
New +$432K 0.22% 106

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 $3.38T AUM 44.17% 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

Buckley Wealth Management's TAP Position: Q4 2018 in Review

Buckley Wealth Management sold out of Molson Coors Class B (TAP) in Q4 2018, closing a stake of 5,340 shares — an estimated $328K sold.

Buckley Wealth Management first reported a position in TAP in Q4 2017 and held it in 4 quarters. The position peaked at $438K in Q4 2017. 594 funds tracked by Wall St. Rank hold TAP as of Q4 2018.

  • Buckley Wealth Management reported no remaining Molson Coors Class B position as of Q4 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 5,340 Molson Coors Class B shares in Q4 2018, an estimated $328K.
  • Buckley Wealth Management first reported a position in Molson Coors Class B in Q4 2017 and held it in 4 quarters.
  • Buckley Wealth Management's Molson Coors Class B position peaked at $438K in Q4 2017.
  • 594 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2018.

Based on Buckley Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.