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New England Securities’s Herbalife HLF Stock Holding History

New England Securities’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
2014
Q4 		$4K Hold
200
– – ﹤0.01% 1329
2014
Q3 		$4K Hold
200
– – ﹤0.01% 1336
2014
Q2 		$6K Sell
200
-66
-25% -$2.02K ﹤0.01% 1253
2014
Q1 		$8K Sell
266
-74
-22% -$2.44K ﹤0.01% 1137
2013
Q4 		$13K Buy
340
+100
+42% +$3.46K 0.01% 961
2013
Q3 		$8K Hold
240
– – ﹤0.01% 1053
2013
Q2 		$5K Buy
+240
New +$5.11K ﹤0.01% 1041

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

New England Securities's HLF Position: Q4 2014 in Review

New England Securities held its Herbalife (HLF) position steady in Q4 2014 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

New England Securities first reported a position in HLF in Q2 2013 and has held it in 7 quarters since. The position peaked at $13K in Q4 2013. 242 funds tracked by Wall St. Rank hold HLF as of Q4 2014.

  • New England Securities held 200 shares of Herbalife worth $4K as of Q4 2014.
  • New England Securities left its Herbalife share count unchanged in Q4 2014.
  • Herbalife made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1329 holding.
  • New England Securities first reported a position in Herbalife in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Herbalife position peaked at $13K in Q4 2013.
  • 242 funds tracked by Wall St. Rank held Herbalife as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.