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Cumberland Partners’s Molson Coors Class B TAP Stock Holding History

Cumberland 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
-4,800
Closed -$295K – 193
2018
Q3 		$295K Buy
+4,800
New +$317K 0.03% 161

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IFP
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cumberland Partners's TAP Position: Q4 2018 in Review

Cumberland Partners sold out of Molson Coors Class B (TAP) in Q4 2018, closing a stake of 4,800 shares — an estimated $295K sold.

Cumberland Partners first reported a position in TAP in Q3 2018 and held it in 1 quarter. The position peaked at $295K in Q3 2018. 593 funds tracked by Wall St. Rank hold TAP as of Q4 2018.

  • Cumberland Partners reported no remaining Molson Coors Class B position as of Q4 2018 after selling out during the quarter.
  • Cumberland Partners sold 4,800 Molson Coors Class B shares in Q4 2018, an estimated $295K.
  • Cumberland Partners first reported a position in Molson Coors Class B in Q3 2018 and held it in 1 quarter.
  • Cumberland Partners's Molson Coors Class B position peaked at $295K in Q3 2018.
  • 593 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2018.

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