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Pinnacle Summer Investments’s Herbalife HLF Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-200
Closed -$7K – 977
2013
Q3 		$7K Hold
200
– – ﹤0.01% 729
2013
Q2 		$5K Buy
+200
New +$4.26K ﹤0.01% 698

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Summer Investments's HLF Position: Q4 2013 in Review

Pinnacle Summer Investments sold out of Herbalife (HLF) in Q4 2013, closing a stake of 200 shares — an estimated $7K sold.

Pinnacle Summer Investments first reported a position in HLF in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 328 funds tracked by Wall St. Rank hold HLF as of Q4 2013.

  • Pinnacle Summer Investments reported no remaining Herbalife position as of Q4 2013 after selling out during the quarter.
  • Pinnacle Summer Investments sold 200 Herbalife shares in Q4 2013, an estimated $7K.
  • Pinnacle Summer Investments first reported a position in Herbalife in Q2 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's Herbalife position peaked at $7K in Q3 2013.
  • 328 funds tracked by Wall St. Rank held Herbalife as of Q4 2013.

Based on Pinnacle Summer Investments's 13F filing for Q4 2013, filed 12 Feb 2014.