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

Evercore 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
2017
Q1 		– Sell
-15
Closed -$1K – 1038
2016
Q4 		$1K Buy
+15
New +$1.53K ﹤0.01% 991
2014
Q3 		– Sell
-89
Closed -$7K – 993
2014
Q2 		$7K Hold
89
– – ﹤0.01% 873
2014
Q1 		$5K Hold
89
– – ﹤0.01% 862
2013
Q4 		$5K Sell
89
-84
-49% -$4.49K ﹤0.01% 802
2013
Q3 		$8K Buy
173
+84
+94% +$4.22K ﹤0.01% 790
2013
Q2 		$4K Buy
+89
New +$4.5K ﹤0.01% 768

Other funds holding TAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's TAP Position: Q1 2017 in Review

Evercore Wealth Management sold out of Molson Coors Class B (TAP) in Q1 2017, closing a stake of 15 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in TAP in Q2 2013 and held it in 6 quarters. The position peaked at $8K in Q3 2013. 537 funds tracked by Wall St. Rank hold TAP as of Q1 2017.

  • Evercore Wealth Management reported no remaining Molson Coors Class B position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 15 Molson Coors Class B shares in Q1 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Molson Coors Class B in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Molson Coors Class B position peaked at $8K in Q3 2013.
  • 537 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.