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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

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Vanguard Group
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CS
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DVI
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ROIC
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Renaissance Technologies
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return