CFFP
TAP icon

Center for Financial Planning’s Molson Coors Class B TAP Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-249
Closed -$10K – 565
2020
Q1 		$10K Buy
+249
New +$12.6K ﹤0.01% 331

Other funds holding TAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Center for Financial Planning's TAP Position: Q2 2020 in Review

Center for Financial Planning sold out of Molson Coors Class B (TAP) in Q2 2020, closing a stake of 249 shares — an estimated $10K sold.

Center for Financial Planning first reported a position in TAP in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 492 funds tracked by Wall St. Rank hold TAP as of Q2 2020.

  • Center for Financial Planning reported no remaining Molson Coors Class B position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 249 Molson Coors Class B shares in Q2 2020, an estimated $10K.
  • Center for Financial Planning first reported a position in Molson Coors Class B in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Molson Coors Class B position peaked at $10K in Q1 2020.
  • 492 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.