Gary Goldberg Planning Services’s Molson Coors Class B TAP Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$37K	Hold	500	–	–	0.02%	249
2014 Q3	$37K	Hold	500	–	–	0.02%	263
2014 Q2	$37K	Sell	500 -5	-1%	-$322	0.02%	251
2014 Q1	$30K	Buy	505 +5	+1%	+$279	0.01%	254
2013 Q4	$28K	Hold	500	–	–	0.02%	235
2013 Q3	$25K	Hold	500	–	–	0.02%	239
2013 Q2	$24K	Buy	+500	New	+$25.3K	0.02%	234

Other funds holding TAP

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's TAP Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Molson Coors Class B (TAP) position steady in Q4 2014 at 500 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #249.

Gary Goldberg Planning Services first reported a position in TAP in Q2 2013 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold TAP as of Q4 2014.

Gary Goldberg Planning Services held 500 shares of Molson Coors Class B worth $37K as of Q4 2014.
Gary Goldberg Planning Services left its Molson Coors Class B share count unchanged in Q4 2014.
Molson Coors Class B made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #249 holding.
Gary Goldberg Planning Services first reported a position in Molson Coors Class B in Q2 2013 and has held it in 7 quarters since.
541 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.