Creative Planning
TUP

Creative Planning’s Tupperware Brands Corporation TUP Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-4,503
Closed -$218K – 2193
2018
Q1 		$218K Buy
4,503
+903
+25% +$49.3K ﹤0.01% 1552
2017
Q4 		$226K Buy
3,600
+107
+3% +$6.55K ﹤0.01% 1523
2017
Q3 		$216K Sell
3,493
-509
-13% -$31.4K ﹤0.01% 1555
2017
Q2 		$281K Buy
4,002
+728
+22% +$50.7K ﹤0.01% 1325
2017
Q1 		$205K Sell
3,274
-18
-0.5% -$1.06K ﹤0.01% 1477
2016
Q4 		$173K Buy
3,292
+1,489
+83% +$87.3K ﹤0.01% 1482
2016
Q3 		$118K Buy
1,803
+122
+7% +$7.68K ﹤0.01% 1736
2016
Q2 		$95K Buy
1,681
+35
+2% +$2K ﹤0.01% 1712
2016
Q1 		$95K Sell
1,646
-138
-8% -$7.12K ﹤0.01% 1667
2015
Q4 		$99K Sell
1,784
-147
-8% -$8.27K ﹤0.01% 1636
2015
Q3 		$96K Buy
+1,931
New +$108K ﹤0.01% 1625
2015
Q2 		– Sell
-2,684
Closed -$185K – 3147
2015
Q1 		$185K Buy
2,684
+190
+8% +$12.8K ﹤0.01% 1230
2014
Q4 		$157K Buy
2,494
+34
+1% +$2.22K ﹤0.01% 1285
2014
Q3 		$170K Sell
2,460
-1,511
-38% -$115K ﹤0.01% 1151
2014
Q2 		$332K Buy
3,971
+2,410
+154% +$203K ﹤0.01% 800
2014
Q1 		$131K Buy
1,561
+514
+49% +$42.3K ﹤0.01% 1229
2013
Q4 		$99K Buy
1,047
+90
+9% +$8.17K ﹤0.01% 1203
2013
Q3 		$83K Buy
957
+202
+27% +$16.9K ﹤0.01% 1225
2013
Q2 		$59K Buy
+755
New +$61K ﹤0.01% 1297

Other funds holding TUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's TUP Position: Q2 2018 in Review

Creative Planning sold out of Tupperware Brands Corporation (TUP) in Q2 2018, closing a stake of 4,503 shares — an estimated $218K sold.

Creative Planning first reported a position in TUP in Q2 2013 and held it in 19 quarters. The position peaked at $332K in Q2 2014. 315 funds tracked by Wall St. Rank hold TUP as of Q2 2018.

  • Creative Planning reported no remaining Tupperware Brands Corporation position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 4,503 Tupperware Brands Corporation shares in Q2 2018, an estimated $218K.
  • Creative Planning first reported a position in Tupperware Brands Corporation in Q2 2013 and held it in 19 quarters.
  • Creative Planning's Tupperware Brands Corporation position peaked at $332K in Q2 2014.
  • 315 funds tracked by Wall St. Rank held Tupperware Brands Corporation as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.