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Regal Investment Advisors’s Molson Coors Class B TAP Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-706
Closed -$35K – 950
2013
Q3 		$35K Hold
706
– – 0.02% 364
2013
Q2 		$34K Buy
+706
New +$35.7K 0.02% 352

Other funds holding TAP

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's TAP Position: Q4 2013 in Review

Regal Investment Advisors sold out of Molson Coors Class B (TAP) in Q4 2013, closing a stake of 706 shares — an estimated $35K sold.

Regal Investment Advisors first reported a position in TAP in Q2 2013 and held it in 2 quarters. The position peaked at $35K in Q3 2013. 429 funds tracked by Wall St. Rank hold TAP as of Q4 2013.

  • Regal Investment Advisors reported no remaining Molson Coors Class B position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 706 Molson Coors Class B shares in Q4 2013, an estimated $35K.
  • Regal Investment Advisors first reported a position in Molson Coors Class B in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Molson Coors Class B position peaked at $35K in Q3 2013.
  • 429 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.