Elite Wealth Management’s Herbalife HLF Stock Holding History

Elite Wealth 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
2014 Q1	–	Sell	-64	Closed	-$3K	–	475
2013 Q4	$3K	Buy	+64	New	+$2.22K	﹤0.01%	573

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

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

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

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

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Elite Wealth Management's HLF Position: Q1 2014 in Review

Elite Wealth Management sold out of Herbalife (HLF) in Q1 2014, closing a stake of 64 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in HLF in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 308 funds tracked by Wall St. Rank hold HLF as of Q1 2014.

Elite Wealth Management reported no remaining Herbalife position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 64 Herbalife shares in Q1 2014, an estimated $3K.
Elite Wealth Management first reported a position in Herbalife in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Herbalife position peaked at $3K in Q4 2013.
308 funds tracked by Wall St. Rank held Herbalife as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.