Evercore Wealth Management’s Herbalife HLF Stock Holding History

Evercore 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
2018 Q1	–	Sell	-638	Closed	-$22K	–	534
2017 Q4	$22K	Hold	638	–	–	﹤0.01%	715
2017 Q3	$22K	Hold	638	–	–	﹤0.01%	698
2017 Q2	$23K	Hold	638	–	–	﹤0.01%	696
2017 Q1	$19K	Hold	638	–	–	﹤0.01%	756
2016 Q4	$15K	Hold	638	–	–	﹤0.01%	789
2016 Q3	$20K	Hold	638	–	–	﹤0.01%	770
2016 Q2	$19K	Buy	+638	New	+$19.1K	﹤0.01%	764

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DVI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 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

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

Evercore Wealth Management's HLF Position: Q1 2018 in Review

Evercore Wealth Management sold out of Herbalife (HLF) in Q1 2018, closing a stake of 638 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in HLF in Q2 2016 and held it in 7 quarters. The position peaked at $23K in Q2 2017. 206 funds tracked by Wall St. Rank hold HLF as of Q1 2018.

Evercore Wealth Management reported no remaining Herbalife position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 638 Herbalife shares in Q1 2018, an estimated $22K.
Evercore Wealth Management first reported a position in Herbalife in Q2 2016 and held it in 7 quarters.
Evercore Wealth Management's Herbalife position peaked at $23K in Q2 2017.
206 funds tracked by Wall St. Rank held Herbalife as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.