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FineMark National Bank & Trust’s Herbalife HLF Stock Holding History

FineMark National Bank & Trust’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
2016
Q3 		– Sell
-220
Closed -$6K – 1365
2016
Q2 		$6K Buy
+220
New +$6.58K ﹤0.01% 1039
2014
Q2 		– Sell
-52
Closed -$1K – 1421
2014
Q1 		$1K Sell
52
-278
-84% -$9.18K ﹤0.01% 1352
2013
Q4 		$13K Buy
330
+240
+267% +$8.32K ﹤0.01% 957
2013
Q3 		$3K Hold
90
– – ﹤0.01% 1197
2013
Q2 		$2K Buy
+90
New +$1.92K ﹤0.01% 1256

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $2.35B AUM 11.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return

FineMark National Bank & Trust's HLF Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Herbalife (HLF) in Q3 2016, closing a stake of 220 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in HLF in Q2 2013 and held it in 5 quarters. The position peaked at $13K in Q4 2013. 231 funds tracked by Wall St. Rank hold HLF as of Q3 2016.

  • FineMark National Bank & Trust reported no remaining Herbalife position as of Q3 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 220 Herbalife shares in Q3 2016, an estimated $6K.
  • FineMark National Bank & Trust first reported a position in Herbalife in Q2 2013 and held it in 5 quarters.
  • FineMark National Bank & Trust's Herbalife position peaked at $13K in Q4 2013.
  • 231 funds tracked by Wall St. Rank held Herbalife as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.