Credential Securities’s Herbalife HLF Stock Holding History

Credential Securities’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 Q4	–	Sell	-40	Closed	-$1.36K	–	265
2017 Q3	$1.36K	Hold	40	–	–	﹤0.01%	260
2017 Q2	$1.41K	Hold	40	–	–	﹤0.01%	255
2017 Q1	$1.16K	Hold	40	–	–	﹤0.01%	253
2016 Q4	$962	Hold	40	–	–	﹤0.01%	259
2016 Q3	$1.24K	Hold	40	–	–	﹤0.01%	241
2016 Q2	$1.17K	Hold	40	–	–	﹤0.01%	232
2016 Q1	$1.23K	Hold	40	–	–	﹤0.01%	217
2015 Q4	$1.07K	Hold	40	–	–	﹤0.01%	212
2015 Q3	$1.09K	Hold	40	–	–	﹤0.01%	214
2015 Q2	$1.1K	Hold	40	–	–	﹤0.01%	201
2015 Q1	$855	Hold	40	–	–	﹤0.01%	203
2014 Q4	$753	Hold	40	–	–	﹤0.01%	208
2014 Q3	$859	Hold	40	–	–	﹤0.01%	203
2014 Q2	$1.29K	Hold	40	–	–	﹤0.01%	195
2014 Q1	$1.15K	Buy	+40	New	+$1.32K	﹤0.01%	198

Other funds holding HLF

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.49B AUM 10.92% 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credential Securities's HLF Position: Q4 2017 in Review

Credential Securities sold out of Herbalife (HLF) in Q4 2017, closing a stake of 40 shares — an estimated $1.36K sold.

Credential Securities first reported a position in HLF in Q1 2014 and held it in 15 quarters. The position peaked at $1.41K in Q2 2017. 204 funds tracked by Wall St. Rank hold HLF as of Q4 2017.

Credential Securities reported no remaining Herbalife position as of Q4 2017 after selling out during the quarter.
Credential Securities sold 40 Herbalife shares in Q4 2017, an estimated $1.36K.
Credential Securities first reported a position in Herbalife in Q1 2014 and held it in 15 quarters.
Credential Securities's Herbalife position peaked at $1.41K in Q2 2017.
204 funds tracked by Wall St. Rank held Herbalife as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.