EWM
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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
Q4 		– Sell
-860
Closed -$14K – 219
2014
Q3 		$14K Sell
860
-4
-0.5% -$107 0.01% 232
2014
Q2 		$13K Buy
+864
New +$26.5K 0.01% 209

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $9.12B AUM 30.69% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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.