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

Gupta 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
2016
Q1 		$4K Hold
38
– – ﹤0.01% 1001
2015
Q4 		$4K Hold
38
– – ﹤0.01% 1058
2015
Q3 		$3K Hold
38
– – ﹤0.01% 1105
2015
Q2 		$3K Sell
38
-51
-57% -$3.79K ﹤0.01% 1098
2015
Q1 		$7K Buy
+89
New +$6.71K ﹤0.01% 835

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Gupta Wealth Management's TAP Position: Q1 2016 in Review

Gupta Wealth Management held its Molson Coors Class B (TAP) position steady in Q1 2016 at 38 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Gupta Wealth Management first reported a position in TAP in Q1 2015 and has held it in 5 quarters since. The position peaked at $7K in Q1 2015. 509 funds tracked by Wall St. Rank hold TAP as of Q1 2016.

  • Gupta Wealth Management held 38 shares of Molson Coors Class B worth $4K as of Q1 2016.
  • Gupta Wealth Management left its Molson Coors Class B share count unchanged in Q1 2016.
  • Molson Coors Class B made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1001 holding.
  • Gupta Wealth Management first reported a position in Molson Coors Class B in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Molson Coors Class B position peaked at $7K in Q1 2015.
  • 509 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.