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United Capital Financial Advisors’s Herbalife HLF Stock Holding History

United Capital 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
-8,994
Closed -$265K – 1281
2016
Q2 		$265K Buy
+8,994
New +$269K ﹤0.01% 1074
2014
Q2 		– Sell
-40,460
Closed -$1.16M – 861
2014
Q1 		$1.16M Buy
+40,460
New +$1.34M 0.02% 448

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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

United Capital Financial Advisors's HLF Position: Q3 2016 in Review

United Capital Financial Advisors sold out of Herbalife (HLF) in Q3 2016, closing a stake of 8,994 shares — an estimated $265K sold.

United Capital Financial Advisors first reported a position in HLF in Q1 2014 and held it in 2 quarters. The position peaked at $1.16M in Q1 2014. 231 funds tracked by Wall St. Rank hold HLF as of Q3 2016.

  • United Capital Financial Advisors reported no remaining Herbalife position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,994 Herbalife shares in Q3 2016, an estimated $265K.
  • United Capital Financial Advisors first reported a position in Herbalife in Q1 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's Herbalife position peaked at $1.16M in Q1 2014.
  • 231 funds tracked by Wall St. Rank held Herbalife as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.