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Reilly Financial Advisors’s Herbalife HLF Stock Holding History

Reilly 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
2017
Q2 		– Sell
-300
Closed -$9K – 954
2017
Q1 		$9K Buy
+300
New +$8.35K ﹤0.01% 621

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Reilly Financial Advisors's HLF Position: Q2 2017 in Review

Reilly Financial Advisors sold out of Herbalife (HLF) in Q2 2017, closing a stake of 300 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in HLF in Q1 2017 and held it in 1 quarter. The position peaked at $9K in Q1 2017. 207 funds tracked by Wall St. Rank hold HLF as of Q2 2017.

  • Reilly Financial Advisors reported no remaining Herbalife position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 300 Herbalife shares in Q2 2017, an estimated $9K.
  • Reilly Financial Advisors first reported a position in Herbalife in Q1 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's Herbalife position peaked at $9K in Q1 2017.
  • 207 funds tracked by Wall St. Rank held Herbalife as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.