Integrated Wealth Management (Palm Desert)’s Tupperware Brands Corporation TUP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-2,522	Closed	-$165K	–	1055
2016 Q3	$165K	Hold	2,522	–	–	0.06%	256
2016 Q2	$142K	Hold	2,522	–	–	0.05%	262
2016 Q1	$146K	Hold	2,522	–	–	0.06%	239
2015 Q4	$140K	Buy	+2,522	New	+$142K	0.06%	243

Other funds holding TUP

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TUP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Tupperware Brands Corporation (TUP) in Q4 2016, closing a stake of 2,522 shares — an estimated $165K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TUP in Q4 2015 and held it in 4 quarters. The position peaked at $165K in Q3 2016. 371 funds tracked by Wall St. Rank hold TUP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Tupperware Brands Corporation position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,522 Tupperware Brands Corporation shares in Q4 2016, an estimated $165K.
Integrated Wealth Management (Palm Desert) first reported a position in Tupperware Brands Corporation in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Tupperware Brands Corporation position peaked at $165K in Q3 2016.
371 funds tracked by Wall St. Rank held Tupperware Brands Corporation as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.