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Legacy Wealth Partners (California)’s Molson Coors Class B TAP Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q1 		– Sell
-10,479
Closed -$608K – 101
2019
Q4 		$608K Buy
+10,479
New +$564K 0.44% 52

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Partners (California)'s TAP Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of Molson Coors Class B (TAP) in Q1 2020, closing a stake of 10,479 shares — an estimated $608K sold.

Legacy Wealth Partners (California) first reported a position in TAP in Q4 2019 and held it in 1 quarter. The position peaked at $608K in Q4 2019. 510 funds tracked by Wall St. Rank hold TAP as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining Molson Coors Class B position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 10,479 Molson Coors Class B shares in Q1 2020, an estimated $608K.
  • Legacy Wealth Partners (California) first reported a position in Molson Coors Class B in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Molson Coors Class B position peaked at $608K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Molson Coors Class B as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.