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HC Financial Advisors’s Molson Coors Class B TAP Stock Holding History

HC Financial 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
Q3 		– Sell
-8,614
Closed -$586K – 67
2018
Q2 		$586K Buy
8,614
+2,095
+32% +$140K 0.57% 55
2018
Q1 		$491K Sell
6,519
-305
-4% -$24.4K 0.48% 57
2017
Q4 		$560K Buy
+6,824
New +$552K 0.54% 55

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HC Financial Advisors's TAP Position: Q3 2018 in Review

HC Financial Advisors sold out of Molson Coors Class B (TAP) in Q3 2018, closing a stake of 8,614 shares — an estimated $586K sold.

HC Financial Advisors first reported a position in TAP in Q4 2017 and held it in 3 quarters. The position peaked at $586K in Q2 2018. 572 funds tracked by Wall St. Rank hold TAP as of Q3 2018.

  • HC Financial Advisors reported no remaining Molson Coors Class B position as of Q3 2018 after selling out during the quarter.
  • HC Financial Advisors sold 8,614 Molson Coors Class B shares in Q3 2018, an estimated $586K.
  • HC Financial Advisors first reported a position in Molson Coors Class B in Q4 2017 and held it in 3 quarters.
  • HC Financial Advisors's Molson Coors Class B position peaked at $586K in Q2 2018.
  • 572 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2018.

Based on HC Financial Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.