Atwood & Palmer’s Herbalife HLF Stock Holding History

Atwood & Palmer’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
2016 Q1	–	Sell	-260	Closed	-$7K	–	341
2015 Q4	$7K	Hold	260	–	–	﹤0.01%	338
2015 Q3	$7K	Hold	260	–	–	﹤0.01%	362
2015 Q2	$7K	Buy	+260	New	+$6.29K	﹤0.01%	313

Other funds holding HLF

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

Atwood & Palmer's HLF Position: Q1 2016 in Review

Atwood & Palmer sold out of Herbalife (HLF) in Q1 2016, closing a stake of 260 shares — an estimated $7K sold.

Atwood & Palmer first reported a position in HLF in Q2 2015 and held it in 3 quarters. The position peaked at $7K in Q4 2015. 227 funds tracked by Wall St. Rank hold HLF as of Q1 2016.

Atwood & Palmer reported no remaining Herbalife position as of Q1 2016 after selling out during the quarter.
Atwood & Palmer sold 260 Herbalife shares in Q1 2016, an estimated $7K.
Atwood & Palmer first reported a position in Herbalife in Q2 2015 and held it in 3 quarters.
Atwood & Palmer's Herbalife position peaked at $7K in Q4 2015.
227 funds tracked by Wall St. Rank held Herbalife as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.