Beacon Trust’s Tupperware Brands Corporation TUP Stock Holding History

Beacon Trust’s Portfolio TUP Stock Details TUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$233K	Buy	+3,856	New	+$228K	0.04%	169
2016 Q4	–	Sell	-3,297	Closed	-$216K	–	183
2016 Q3	$216K	Buy	+3,297	New	+$207K	0.04%	166
2015 Q3	–	Sell	-3,409	Closed	-$220K	–	204
2015 Q2	$220K	Sell	3,409 -21	-0.6%	-$1.41K	0.04%	185
2015 Q1	$237K	Buy	3,430 +156	+5%	+$10.5K	0.04%	193
2014 Q4	$206K	Buy	+3,274	New	+$214K	0.03%	206

Other funds holding TUP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FIM

Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Beacon Trust's TUP Position: Q1 2017 in Review

Beacon Trust opened a new position in Tupperware Brands Corporation (TUP) in Q1 2017: 3,856 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings. This is a return to the name: Beacon Trust previously reported a position in TUP as recently as Q3 2016.

Beacon Trust first reported a position in TUP in Q4 2014 and has held it in 5 quarters since. The position peaked at $237K in Q1 2015. 369 funds tracked by Wall St. Rank hold TUP as of Q1 2017.

Beacon Trust held 3,856 shares of Tupperware Brands Corporation worth $233K as of Q1 2017.
Tupperware Brands Corporation was a new Beacon Trust position in Q1 2017.
Tupperware Brands Corporation made up 0.04% of Beacon Trust's portfolio in Q1 2017, its #169 holding.
Beacon Trust first reported a position in Tupperware Brands Corporation in Q4 2014 and has held it in 5 quarters since.
Beacon Trust's Tupperware Brands Corporation position peaked at $237K in Q1 2015.
369 funds tracked by Wall St. Rank held Tupperware Brands Corporation as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.