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Wealthfront’s Molson Coors Class B TAP Stock Holding History

Wealthfront’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
Q3 		$234K Sell
3,807
-1,360
-26% -$90K ﹤0.01% 487
2018
Q2 		$352K Buy
+5,167
New +$344K ﹤0.01% 415
2017
Q3 		– Sell
-2,586
Closed -$223K – 516
2017
Q2 		$223K Sell
2,586
-976
-27% -$90.4K ﹤0.01% 433
2017
Q1 		$341K Buy
3,562
+30
+0.8% +$2.93K 0.01% 310
2016
Q4 		$344K Sell
3,532
-436
-11% -$44.5K 0.01% 270
2016
Q3 		$436K Buy
3,968
+392
+11% +$39.8K 0.01% 206
2016
Q2 		$362K Buy
3,576
+382
+12% +$37.6K 0.01% 223
2016
Q1 		$307K Buy
3,194
+247
+8% +$22K 0.01% 240
2015
Q4 		$277K Sell
2,947
-72
-2% -$6.49K 0.01% 232
2015
Q3 		$251K Buy
3,019
+653
+28% +$47.3K 0.01% 236
2015
Q2 		$165K Sell
2,366
-124
-5% -$9.22K 0.01% 299
2015
Q1 		$185K Sell
2,490
-134
-5% -$10.1K 0.01% 257
2014
Q4 		$196K Buy
2,624
+966
+58% +$71.6K 0.01% 219
2014
Q3 		$123K Buy
1,658
+323
+24% +$23.6K 0.01% 253
2014
Q2 		$99K Buy
1,335
+384
+40% +$24.7K 0.01% 225
2014
Q1 		$56K Buy
+951
New +$53.1K 0.01% 238

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealthfront's TAP Position: Q3 2018 in Review

Wealthfront reduced its Molson Coors Class B (TAP) stake by 26% in Q3 2018, selling an estimated $90K and leaving 3,807 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Wealthfront first reported a position in TAP in Q1 2014 and has held it in 16 quarters since. The position peaked at $436K in Q3 2016. 572 funds tracked by Wall St. Rank hold TAP as of Q3 2018.

  • Wealthfront held 3,807 shares of Molson Coors Class B worth $234K as of Q3 2018.
  • Wealthfront sold 1,360 Molson Coors Class B shares in Q3 2018, an estimated $90K.
  • Molson Coors Class B made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #487 holding.
  • Wealthfront first reported a position in Molson Coors Class B in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's Molson Coors Class B position peaked at $436K in Q3 2016.
  • 572 funds tracked by Wall St. Rank held Molson Coors Class B as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.