Hefty Wealth Partners’s Molson Coors Class B TAP Stock Holding History

Hefty Wealth Partners’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 Q1	$4K	Hold	58	–	–	﹤0.01%	219
2017 Q4	$5K	Hold	58	–	–	﹤0.01%	215
2017 Q3	$5K	Hold	58	–	–	﹤0.01%	208
2017 Q2	$5K	Hold	58	–	–	﹤0.01%	195
2017 Q1	$5K	Hold	58	–	–	﹤0.01%	200
2016 Q4	$5K	Hold	58	–	–	﹤0.01%	193
2016 Q3	$6K	Hold	58	–	–	﹤0.01%	190
2016 Q2	$5K	Hold	58	–	–	﹤0.01%	167
2016 Q1	$5K	Hold	58	–	–	﹤0.01%	174
2015 Q4	$5K	Buy	+58	New	+$5.23K	﹤0.01%	163

Other funds holding TAP

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Hefty Wealth Partners's TAP Position: Q1 2018 in Review

Hefty Wealth Partners held its Molson Coors Class B (TAP) position steady in Q1 2018 at 58 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Hefty Wealth Partners first reported a position in TAP in Q4 2015 and has held it in 10 quarters since. The position peaked at $6K in Q3 2016. 538 funds tracked by Wall St. Rank hold TAP as of Q1 2018.

Hefty Wealth Partners held 58 shares of Molson Coors Class B worth $4K as of Q1 2018.
Hefty Wealth Partners left its Molson Coors Class B share count unchanged in Q1 2018.
Molson Coors Class B made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #219 holding.
Hefty Wealth Partners first reported a position in Molson Coors Class B in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Molson Coors Class B position peaked at $6K in Q3 2016.
538 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.