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Allen Investment Management’s Herbalife HLF Stock Holding History

Allen Investment Management’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,976
Closed -$213K – 216
2017
Q2 		$213K Buy
+5,976
New +$201K 0.01% 211

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Allen Investment Management's HLF Position: Q3 2017 in Review

Allen Investment Management sold out of Herbalife (HLF) in Q3 2017, closing a stake of 5,976 shares — an estimated $213K sold.

Allen Investment Management first reported a position in HLF in Q2 2017 and held it in 1 quarter. The position peaked at $213K in Q2 2017. 193 funds tracked by Wall St. Rank hold HLF as of Q3 2017.

  • Allen Investment Management reported no remaining Herbalife position as of Q3 2017 after selling out during the quarter.
  • Allen Investment Management sold 5,976 Herbalife shares in Q3 2017, an estimated $213K.
  • Allen Investment Management first reported a position in Herbalife in Q2 2017 and held it in 1 quarter.
  • Allen Investment Management's Herbalife position peaked at $213K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held Herbalife as of Q3 2017.

Based on Allen Investment Management's 13F filing for Q3 2017, filed 7 Nov 2017.