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Golden State Wealth Management’s Herbalife HLF Stock Holding History

Golden State 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
2019
Q2 		– Sell
-288
Closed -$15K – 1109
2019
Q1 		$15K Buy
+288
New +$16.5K 0.01% 685

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
Vanguard Group
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
Renaissance Technologies New York $72.6B AUM 54.88% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's HLF Position: Q2 2019 in Review

Golden State Wealth Management sold out of Herbalife (HLF) in Q2 2019, closing a stake of 288 shares — an estimated $15K sold.

Golden State Wealth Management first reported a position in HLF in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 217 funds tracked by Wall St. Rank hold HLF as of Q2 2019.

  • Golden State Wealth Management reported no remaining Herbalife position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 288 Herbalife shares in Q2 2019, an estimated $15K.
  • Golden State Wealth Management first reported a position in Herbalife in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Herbalife position peaked at $15K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Herbalife as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.