Gideon Capital Advisors’s Herbalife HLF Stock Holding History

Gideon Capital Advisors’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
2019 Q2	–	Sell	-13,087	Closed	-$693K	–	340
2019 Q1	$693K	Buy	+13,087	New	+$752K	0.25%	109
2018 Q4	–	Sell	-4,995	Closed	-$272K	–	427
2018 Q3	$272K	Buy	+4,995	New	+$276K	0.13%	263
2018 Q2	–	Sell	-10,028	Closed	-$489K	–	419
2018 Q1	$489K	Buy	10,028 +2,818	+39%	+$120K	0.3%	120
2017 Q4	$244K	Buy	+7,210	New	+$253K	0.22%	213

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Gideon Capital Advisors's HLF Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Herbalife (HLF) in Q2 2019, closing a stake of 13,087 shares — an estimated $693K sold.

Gideon Capital Advisors first reported a position in HLF in Q4 2017 and held it in 4 quarters. The position peaked at $693K in Q1 2019. 217 funds tracked by Wall St. Rank hold HLF as of Q2 2019.

Gideon Capital Advisors reported no remaining Herbalife position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 13,087 Herbalife shares in Q2 2019, an estimated $693K.
Gideon Capital Advisors first reported a position in Herbalife in Q4 2017 and held it in 4 quarters.
Gideon Capital Advisors's Herbalife position peaked at $693K in Q1 2019.
217 funds tracked by Wall St. Rank held Herbalife as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.