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Old Mutual Customised Solutions’s Herbalife HLF Stock Holding History

Old Mutual Customised Solutions’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
Q2 		– Sell
-800
Closed -$23K – 744
2014
Q1 		$23K Hold
800
– – 0.01% 744
2013
Q4 		$31K Hold
800
– – 0.01% 734
2013
Q3 		$28K Hold
800
– – 0.01% 734
2013
Q2 		$18K Buy
+800
New +$17K 0.01% 1312

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $8.14B AUM 35.85% 1-Year Est. Return
PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Old Mutual Customised Solutions's HLF Position: Q2 2014 in Review

Old Mutual Customised Solutions sold out of Herbalife (HLF) in Q2 2014, closing a stake of 800 shares — an estimated $23K sold.

Old Mutual Customised Solutions first reported a position in HLF in Q2 2013 and held it in 4 quarters. The position peaked at $31K in Q4 2013. 288 funds tracked by Wall St. Rank hold HLF as of Q2 2014.

  • Old Mutual Customised Solutions reported no remaining Herbalife position as of Q2 2014 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 800 Herbalife shares in Q2 2014, an estimated $23K.
  • Old Mutual Customised Solutions first reported a position in Herbalife in Q2 2013 and held it in 4 quarters.
  • Old Mutual Customised Solutions's Herbalife position peaked at $31K in Q4 2013.
  • 288 funds tracked by Wall St. Rank held Herbalife as of Q2 2014.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2014, filed 4 Aug 2014.