SMFS
TAP icon

Squar Milner Financial Services’s Molson Coors Class B TAP Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-43
Closed -$1K – 660
2020
Q1 		$1K Hold
43
– – ﹤0.01% 738
2019
Q4 		$2K Buy
+43
New +$2.31K ﹤0.01% 760
2019
Q3 		– Sell
-53
Closed -$3K – 658
2019
Q2 		$3K Hold
53
– – ﹤0.01% 688
2019
Q1 		$3K Hold
53
– – ﹤0.01% 744
2018
Q4 		$3K Hold
53
– – ﹤0.01% 664
2018
Q3 		$3K Sell
53
-621
-92% -$41.1K ﹤0.01% 696
2018
Q2 		$46K Buy
+674
New +$44.9K 0.04% 343

Other funds holding TAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Squar Milner Financial Services's TAP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Molson Coors Class B (TAP) in Q2 2020, closing a stake of 43 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in TAP in Q2 2018 and held it in 7 quarters. The position peaked at $46K in Q2 2018. 493 funds tracked by Wall St. Rank hold TAP as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Molson Coors Class B position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 43 Molson Coors Class B shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Molson Coors Class B in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Molson Coors Class B position peaked at $46K in Q2 2018.
  • 493 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.