Waverly Advisors’s Tupperware Brands Corporation TUP Stock Holding History

Waverly 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
2018 Q1	–	Sell	-79	Closed	-$5K	–	366
2017 Q4	$5K	Buy	+79	New	+$4.84K	﹤0.01%	369
2015 Q4	–	Sell	-549	Closed	-$27K	–	405
2015 Q3	$27K	Buy	549 +251	+84%	+$14.1K	0.02%	216
2015 Q2	$19K	Hold	298	–	–	0.01%	221
2015 Q1	$21K	Buy	298 +53	+22%	+$3.58K	0.01%	190
2014 Q4	$15K	Sell	245 -240	-49%	-$15.7K	0.01%	246
2014 Q3	$33K	Buy	+485	New	+$36.9K	0.02%	276

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's TUP Position: Q1 2018 in Review

Waverly Advisors sold out of Tupperware Brands Corporation (TUP) in Q1 2018, closing a stake of 79 shares — an estimated $5K sold.

Waverly Advisors first reported a position in TUP in Q3 2014 and held it in 6 quarters. The position peaked at $33K in Q3 2014. 369 funds tracked by Wall St. Rank hold TUP as of Q1 2018.

Waverly Advisors reported no remaining Tupperware Brands Corporation position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 79 Tupperware Brands Corporation shares in Q1 2018, an estimated $5K.
Waverly Advisors first reported a position in Tupperware Brands Corporation in Q3 2014 and held it in 6 quarters.
Waverly Advisors's Tupperware Brands Corporation position peaked at $33K in Q3 2014.
369 funds tracked by Wall St. Rank held Tupperware Brands Corporation as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.