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First Personal Financial Services’s Herbalife HLF Stock Holding History

First Personal Financial Services’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
-1,482
Closed -$50K – 995
2017
Q3 		$50K Sell
1,482
-254
-15% -$8.69K 0.01% 422
2017
Q2 		$62K Sell
1,736
-760
-30% -$25.6K 0.01% 377
2017
Q1 		$73K Buy
+2,496
New +$69.4K 0.02% 330

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Personal Financial Services's HLF Position: Q4 2017 in Review

First Personal Financial Services sold out of Herbalife (HLF) in Q4 2017, closing a stake of 1,482 shares — an estimated $50K sold.

First Personal Financial Services first reported a position in HLF in Q1 2017 and held it in 3 quarters. The position peaked at $73K in Q1 2017. 204 funds tracked by Wall St. Rank hold HLF as of Q4 2017.

  • First Personal Financial Services reported no remaining Herbalife position as of Q4 2017 after selling out during the quarter.
  • First Personal Financial Services sold 1,482 Herbalife shares in Q4 2017, an estimated $50K.
  • First Personal Financial Services first reported a position in Herbalife in Q1 2017 and held it in 3 quarters.
  • First Personal Financial Services's Herbalife position peaked at $73K in Q1 2017.
  • 204 funds tracked by Wall St. Rank held Herbalife as of Q4 2017.

Based on First Personal Financial Services's 13F filing for Q4 2017, filed 25 Jan 2018.