Forvis Mazars Wealth Advisors’s Molson Coors Class B TAP Stock Holding History

Forvis Mazars Wealth Advisors’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	-4,854	Closed	-$299K	–	245
2018 Q3	$299K	Buy	4,854 +361	+8%	+$23.9K	0.03%	195
2018 Q2	$306K	Sell	4,493 -1,894	-30%	-$126K	0.03%	192
2018 Q1	$481K	Sell	6,387 -828	-11%	-$66.2K	0.05%	148
2017 Q4	$592K	Buy	7,215 +237	+3%	+$19.2K	0.06%	132
2017 Q3	$570K	Buy	6,978 +1,782	+34%	+$157K	0.06%	125
2017 Q2	$449K	Buy	5,196 +2,449	+89%	+$227K	0.05%	144
2017 Q1	$263K	Buy	+2,747	New	+$268K	0.03%	190

Other funds holding TAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TAP Position: Q4 2018 in Review

Forvis Mazars Wealth Advisors sold out of Molson Coors Class B (TAP) in Q4 2018, closing a stake of 4,854 shares — an estimated $299K sold.

Forvis Mazars Wealth Advisors first reported a position in TAP in Q1 2017 and held it in 7 quarters. The position peaked at $592K in Q4 2017. 594 funds tracked by Wall St. Rank hold TAP as of Q4 2018.

Forvis Mazars Wealth Advisors reported no remaining Molson Coors Class B position as of Q4 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,854 Molson Coors Class B shares in Q4 2018, an estimated $299K.
Forvis Mazars Wealth Advisors first reported a position in Molson Coors Class B in Q1 2017 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's Molson Coors Class B position peaked at $592K in Q4 2017.
594 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.