QP Wealth Management’s Lifetime Brands LCUT Stock Holding History

QP Wealth Management’s Portfolio LCUT Stock Details LCUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,000	Closed	-$67K	–	67
2020 Q2	$67K	Sell	10,000 -10,000	-50%	-$53.6K	0.09%	58
2020 Q1	$96K	Sell	20,000 -5,000	-20%	-$32.5K	0.14%	61
2019 Q4	$162K	Buy	+25,000	New	+$180K	0.2%	82

Other funds holding LCUT

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWW

Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

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

QP Wealth Management's LCUT Position: Q3 2020 in Review

QP Wealth Management sold out of Lifetime Brands (LCUT) in Q3 2020, closing a stake of 10,000 shares — an estimated $67K sold.

QP Wealth Management first reported a position in LCUT in Q4 2019 and held it in 3 quarters. The position peaked at $162K in Q4 2019. 49 funds tracked by Wall St. Rank hold LCUT as of Q3 2020.

QP Wealth Management reported no remaining Lifetime Brands position as of Q3 2020 after selling out during the quarter.
QP Wealth Management sold 10,000 Lifetime Brands shares in Q3 2020, an estimated $67K.
QP Wealth Management first reported a position in Lifetime Brands in Q4 2019 and held it in 3 quarters.
QP Wealth Management's Lifetime Brands position peaked at $162K in Q4 2019.
49 funds tracked by Wall St. Rank held Lifetime Brands as of Q3 2020.

Based on QP Wealth Management's 13F filing for Q3 2020, filed 8 Oct 2020.