LA
TUP

Lucus Advisors’s Tupperware Brands Corporation TUP Stock Holding History

Lucus Advisors’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
Q2 		– Sell
-9,033
Closed -$524K – 308
2016
Q1 		$524K Buy
9,033
+459
+5% +$23.7K 0.31% 95
2015
Q4 		$477K Sell
8,574
-375
-4% -$21.1K 0.29% 61
2015
Q3 		$443K Buy
8,949
+1,070
+14% +$60K 0.25% 153
2015
Q2 		$509K Buy
7,879
+172
+2% +$11.5K 0.24% 94
2015
Q1 		$532K Buy
7,707
+477
+7% +$32.2K 0.27% 87
2014
Q4 		$455K Buy
+7,230
New +$472K 0.2% 214

Other funds holding TUP

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lucus Advisors's TUP Position: Q2 2016 in Review

Lucus Advisors sold out of Tupperware Brands Corporation (TUP) in Q2 2016, closing a stake of 9,033 shares — an estimated $524K sold.

Lucus Advisors first reported a position in TUP in Q4 2014 and held it in 6 quarters. The position peaked at $532K in Q1 2015. 331 funds tracked by Wall St. Rank hold TUP as of Q2 2016.

  • Lucus Advisors reported no remaining Tupperware Brands Corporation position as of Q2 2016 after selling out during the quarter.
  • Lucus Advisors sold 9,033 Tupperware Brands Corporation shares in Q2 2016, an estimated $524K.
  • Lucus Advisors first reported a position in Tupperware Brands Corporation in Q4 2014 and held it in 6 quarters.
  • Lucus Advisors's Tupperware Brands Corporation position peaked at $532K in Q1 2015.
  • 331 funds tracked by Wall St. Rank held Tupperware Brands Corporation as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.