Luther King Capital Management (LKCM)
HLF icon

Luther King Capital Management (LKCM)’s Herbalife HLF Stock Holding History

Luther King Capital Management (LKCM)’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
2013
Q3 		– Sell
-23,480
Closed -$530K – 680
2013
Q2 		$530K Buy
+23,480
New +$500K ﹤0.01% 529

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SFM
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Morgan Stanley
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Luther King Capital Management (LKCM)'s HLF Position: Q3 2013 in Review

Luther King Capital Management (LKCM) sold out of Herbalife (HLF) in Q3 2013, closing a stake of 23,480 shares — an estimated $530K sold.

Luther King Capital Management (LKCM) first reported a position in HLF in Q2 2013 and held it in 1 quarter. The position peaked at $530K in Q2 2013. 303 funds tracked by Wall St. Rank hold HLF as of Q3 2013.

  • Luther King Capital Management (LKCM) reported no remaining Herbalife position as of Q3 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 23,480 Herbalife shares in Q3 2013, an estimated $530K.
  • Luther King Capital Management (LKCM) first reported a position in Herbalife in Q2 2013 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s Herbalife position peaked at $530K in Q2 2013.
  • 303 funds tracked by Wall St. Rank held Herbalife as of Q3 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2013, filed 13 Nov 2013.