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B. Riley Wealth Advisors’s Herbalife HLF Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-1,320
Closed -$25K – 1178
2014
Q4 		$25K Buy
+1,320
New +$28.3K ﹤0.01% 2445
2014
Q3 		– Sell
-10
Closed -$306 – 1179
2014
Q2 		$306 Sell
10
-6,910
-100% -$212K ﹤0.01% 2385
2014
Q1 		$198K Buy
+6,920
New +$229K 0.06% 390

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

B. Riley Wealth Advisors's HLF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Herbalife (HLF) in Q1 2015, closing a stake of 1,320 shares — an estimated $25K sold.

B. Riley Wealth Advisors first reported a position in HLF in Q1 2014 and held it in 3 quarters. The position peaked at $198K in Q1 2014. 202 funds tracked by Wall St. Rank hold HLF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Herbalife position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,320 Herbalife shares in Q1 2015, an estimated $25K.
  • B. Riley Wealth Advisors first reported a position in Herbalife in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Herbalife position peaked at $198K in Q1 2014.
  • 202 funds tracked by Wall St. Rank held Herbalife as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.