Sutton Wealth Advisors’s Herbalife HLF Stock Holding History

Sutton Wealth 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 Q2	–	Sell	-326	Closed	-$10K	–	1048
2016 Q1	$10K	Buy	+326	New	+$8.41K	0.01%	613

Other funds holding HLF

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Sutton Wealth Advisors's HLF Position: Q2 2016 in Review

Sutton Wealth Advisors sold out of Herbalife (HLF) in Q2 2016, closing a stake of 326 shares — an estimated $10K sold.

Sutton Wealth Advisors first reported a position in HLF in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 242 funds tracked by Wall St. Rank hold HLF as of Q2 2016.

Sutton Wealth Advisors reported no remaining Herbalife position as of Q2 2016 after selling out during the quarter.
Sutton Wealth Advisors sold 326 Herbalife shares in Q2 2016, an estimated $10K.
Sutton Wealth Advisors first reported a position in Herbalife in Q1 2016 and held it in 1 quarter.
Sutton Wealth Advisors's Herbalife position peaked at $10K in Q1 2016.
242 funds tracked by Wall St. Rank held Herbalife as of Q2 2016.

Based on Sutton Wealth Advisors's 13F filing for Q2 2016, filed 6 Nov 2023.