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Plante Moran Financial Advisors’s Herbalife HLF Stock Holding History

Plante Moran 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
2016
Q3 		– Sell
-32
Closed -$1K – 954
2016
Q2 		$1K Hold
32
– – ﹤0.01% 860
2016
Q1 		$1K Hold
32
– – ﹤0.01% 805
2015
Q4 		$1K Hold
32
– – ﹤0.01% 908
2015
Q3 		$1K Hold
32
– – ﹤0.01% 680
2015
Q2 		$1K Hold
32
– – ﹤0.01% 700
2015
Q1 		$1K Hold
32
– – ﹤0.01% 693
2014
Q4 		$1K Hold
32
– – ﹤0.01% 781
2014
Q3 		$1K Hold
32
– – ﹤0.01% 768
2014
Q2 		$1K Buy
+32
New +$981 ﹤0.01% 795

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICP
Indus Capital Partners New York $29.9M AUM 15.85% 1-Year Est. Return

Plante Moran Financial Advisors's HLF Position: Q3 2016 in Review

Plante Moran Financial Advisors sold out of Herbalife (HLF) in Q3 2016, closing a stake of 32 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in HLF in Q2 2014 and held it in 9 quarters. The position peaked at $1K in Q2 2016. 232 funds tracked by Wall St. Rank hold HLF as of Q3 2016.

  • Plante Moran Financial Advisors reported no remaining Herbalife position as of Q3 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 32 Herbalife shares in Q3 2016, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Herbalife in Q2 2014 and held it in 9 quarters.
  • Plante Moran Financial Advisors's Herbalife position peaked at $1K in Q2 2016.
  • 232 funds tracked by Wall St. Rank held Herbalife as of Q3 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.