IWP
TAP icon

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

Icon 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
2019
Q2 		– Sell
-449
Closed -$27K – 692
2019
Q1 		$27K Buy
+449
New +$27.7K 0.01% 486
2018
Q3 		– Sell
-432
Closed -$29K – 672
2018
Q2 		$29K Buy
+432
New +$28.8K 0.01% 508

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Icon Wealth Partners's TAP Position: Q2 2019 in Review

Icon Wealth Partners sold out of Molson Coors Class B (TAP) in Q2 2019, closing a stake of 449 shares — an estimated $27K sold.

Icon Wealth Partners first reported a position in TAP in Q2 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 533 funds tracked by Wall St. Rank hold TAP as of Q2 2019.

  • Icon Wealth Partners reported no remaining Molson Coors Class B position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 449 Molson Coors Class B shares in Q2 2019, an estimated $27K.
  • Icon Wealth Partners first reported a position in Molson Coors Class B in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's Molson Coors Class B position peaked at $29K in Q2 2018.
  • 533 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.