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WFG Advisors’s Molson Coors Class B TAP Stock Holding History

WFG 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
2017
Q2 		$340K Buy
3,938
+483
+14% +$44.8K 0.08% 266
2017
Q1 		$331K Buy
3,455
+3,423
+10,697% +$334K 0.09% 243
2016
Q4 		$3K Buy
32
+22
+220% +$2.25K ﹤0.01% 1371
2016
Q3 		$1K Hold
10
– – ﹤0.01% 1502
2016
Q2 		$1K Buy
+10
New +$983 ﹤0.01% 1491
2015
Q4 		– Sell
-1
Closed – – 1669
2015
Q3 		$0 Sell
1
-202
-100% -$14.6K ﹤0.01% 1704
2015
Q2 		$14K Sell
203
-102
-33% -$7.58K ﹤0.01% 1095
2015
Q1 		$23K Sell
305
-549
-64% -$41.4K 0.01% 944
2014
Q4 		$64K Buy
854
+1
+0.1% +$74 0.01% 794
2014
Q3 		$63K Buy
853
+1
+0.1% +$73 0.01% 836
2014
Q2 		$63K Buy
852
+1
+0.1% +$64 0.01% 830
2014
Q1 		$50K Buy
851
+101
+13% +$5.64K 0.01% 912
2013
Q4 		$42K Buy
750
+48
+7% +$2.57K 0.01% 1071
2013
Q3 		$35K Sell
702
-7
-1% -$352 0.01% 1066
2013
Q2 		$34K Buy
+709
New +$35.9K 0.01% 1031

Other funds holding TAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's TAP Position: Q2 2017 in Review

WFG Advisors increased its Molson Coors Class B (TAP) stake by 14% in Q2 2017, buying an estimated $44.8K and bringing the position to 3,938 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #266.

WFG Advisors first reported a position in TAP in Q2 2013 and has held it in 15 quarters since. 506 funds tracked by Wall St. Rank hold TAP as of Q2 2017.

  • WFG Advisors held 3,938 shares of Molson Coors Class B worth $340K as of Q2 2017.
  • WFG Advisors bought 483 Molson Coors Class B shares in Q2 2017, an estimated $44.8K.
  • Molson Coors Class B made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #266 holding.
  • WFG Advisors first reported a position in Molson Coors Class B in Q2 2013 and has held it in 15 quarters since.
  • 506 funds tracked by Wall St. Rank held Molson Coors Class B as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.