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Independent Franchise Partners

US Equity Fund

Independent Franchise Partners Molson Coors Brewing Co, CL-B stake

total: 60

US Equity Fund TAP trades

Total transactions:
4
New positions:
1
Sold out:
1
Reduced:
2
Held since:
2019 Q3
Held for:
3 quarters
Latest activity:
2020 Q2
According to 2026 Q1 report, Independent Franchise Partners doesn't hold any Molson Coors Brewing Co, CL-B (TAP) shares. To date, the estimated cost basis is nearly $57.5 for "buy" trades and estimated average "sell" price is $43.47. US Equity Fund first purchased TAP in 2019 Q3, initially acquiring about 1.50M shares. Since the initial investment in Molson Coors Brewing Co, CL-B (TAP), US Equity Fund has made 3 more transactions.

When did Independent Franchise Partners sell Molson Coors Brewing Co, CL-B (TAP)?

Independent Franchise Partners sold off the entire Molson Coors Brewing Co, CL-B (TAP) position in 2020 Q2.

When did Independent Franchise Partners buy Molson Coors Brewing Co, CL-B (TAP)?

Independent Franchise Partners first invested in Molson Coors Brewing Co, CL-B (TAP) in 2019 Q3 at the reported quarter-end price of $57.50 per share.

What's the cost basis of US Equity Fund's TAP stake?

The estimated cost basis for Molson Coors Brewing Co, CL-B (TAP) stake is around $57.50 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$57.50
Weighted AVG sell price:
$43.47

Independent Franchise Partners's historical trades in Molson Coors Brewing Co, CL-B

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q2
0.00%
$39.01
-100% (-811,269)
2020 Q1
2.38%
$39.01
-22.77% (-239,128)
2019 Q4
3.57%
$53.90
-29.93% (-448,627)
2019 Q3
4.25%
$57.50
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.