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Dougherty Wealth Advisers’s Molson Coors Class B TAP Stock Holding History

Dougherty Wealth Advisers’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
2019
Q4 		– Sell
-1,031
Closed -$59K – 185
2019
Q3 		$59K Hold
1,031
– – 0.19% 93
2019
Q2 		$58K Hold
1,031
– – 0.16% 100
2019
Q1 		$62K Hold
1,031
– – 0.21% 85
2018
Q4 		$68K Buy
+1,031
New +$63.5K 0.22% 81

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dougherty Wealth Advisers's TAP Position: Q4 2019 in Review

Dougherty Wealth Advisers sold out of Molson Coors Class B (TAP) in Q4 2019, closing a stake of 1,031 shares — an estimated $59K sold.

Dougherty Wealth Advisers first reported a position in TAP in Q4 2018 and held it in 4 quarters. The position peaked at $68K in Q4 2018. 553 funds tracked by Wall St. Rank hold TAP as of Q4 2019.

  • Dougherty Wealth Advisers reported no remaining Molson Coors Class B position as of Q4 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 1,031 Molson Coors Class B shares in Q4 2019, an estimated $59K.
  • Dougherty Wealth Advisers first reported a position in Molson Coors Class B in Q4 2018 and held it in 4 quarters.
  • Dougherty Wealth Advisers's Molson Coors Class B position peaked at $68K in Q4 2018.
  • 553 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2019, filed 7 Feb 2020.