Kaizen Advisory’s Molson Coors Class B TAP Stock Holding History

Kaizen Advisory’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 Q4	$27K	Buy	482 +72	+18%	+$4.43K	0.02%	459
2018 Q3	$25K	Sell	410 -13,760	-97%	-$910K	0.01%	488
2018 Q2	$964K	Buy	14,170 +10,564	+293%	+$704K	0.49%	91
2018 Q1	$272K	Buy	3,606 +3,433	+1,984%	+$275K	0.27%	65
2017 Q4	$14K	Buy	+173	New	+$14K	0.01%	400

Other funds holding TAP

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kaizen Advisory's TAP Position: Q4 2018 in Review

Kaizen Advisory increased its Molson Coors Class B (TAP) stake by 18% in Q4 2018, buying an estimated $4.43K and bringing the position to 482 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #459.

Kaizen Advisory first reported a position in TAP in Q4 2017 and has held it in 5 quarters since. The position peaked at $964K in Q2 2018. 593 funds tracked by Wall St. Rank hold TAP as of Q4 2018.

Kaizen Advisory held 482 shares of Molson Coors Class B worth $27K as of Q4 2018.
Kaizen Advisory bought 72 Molson Coors Class B shares in Q4 2018, an estimated $4.43K.
Molson Coors Class B made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #459 holding.
Kaizen Advisory first reported a position in Molson Coors Class B in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Molson Coors Class B position peaked at $964K in Q2 2018.
593 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.