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Legacy Financial Advisors’s Herbalife HLF Stock Holding History

Legacy Financial 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
-633
Closed -$34K – 446
2019
Q1 		$34K Sell
633
-347
-35% -$19.9K 0.01% 347
2018
Q4 		$58K Sell
980
-255
-21% -$14.1K 0.02% 218
2018
Q3 		$67K Hold
1,235
– – 0.02% 213
2018
Q2 		$67K Buy
+1,235
New +$64.9K 0.03% 212

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

Legacy Financial Advisors's HLF Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Herbalife (HLF) in Q2 2019, closing a stake of 633 shares — an estimated $34K sold.

Legacy Financial Advisors first reported a position in HLF in Q2 2018 and held it in 4 quarters. The position peaked at $67K in Q3 2018. 217 funds tracked by Wall St. Rank hold HLF as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Herbalife position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 633 Herbalife shares in Q2 2019, an estimated $34K.
  • Legacy Financial Advisors first reported a position in Herbalife in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's Herbalife position peaked at $67K in Q3 2018.
  • 217 funds tracked by Wall St. Rank held Herbalife as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.