Avantax Planning Partners’s Herbalife HLF Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-128	Closed	-$6K	–	754
2018 Q1	$6K	Buy	+128	New	+$5.43K	﹤0.01%	1261

Other funds holding HLF

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

DVI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

Avantax Planning Partners's HLF Position: Q2 2018 in Review

Avantax Planning Partners sold out of Herbalife (HLF) in Q2 2018, closing a stake of 128 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in HLF in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 223 funds tracked by Wall St. Rank hold HLF as of Q2 2018.

Avantax Planning Partners reported no remaining Herbalife position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 128 Herbalife shares in Q2 2018, an estimated $6K.
Avantax Planning Partners first reported a position in Herbalife in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Herbalife position peaked at $6K in Q1 2018.
223 funds tracked by Wall St. Rank held Herbalife as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.