Valeo Financial Advisors’s Herbalife HLF Stock Holding History

Valeo 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 Q4	–	Sell	-152	Closed	-$5K	–	1402
2017 Q3	$5K	Buy	+152	New	+$5.2K	﹤0.01%	869

Other funds holding HLF

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valeo Financial Advisors's HLF Position: Q4 2017 in Review

Valeo Financial Advisors sold out of Herbalife (HLF) in Q4 2017, closing a stake of 152 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in HLF in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 204 funds tracked by Wall St. Rank hold HLF as of Q4 2017.

Valeo Financial Advisors reported no remaining Herbalife position as of Q4 2017 after selling out during the quarter.
Valeo Financial Advisors sold 152 Herbalife shares in Q4 2017, an estimated $5K.
Valeo Financial Advisors first reported a position in Herbalife in Q3 2017 and held it in 1 quarter.
Valeo Financial Advisors's Herbalife position peaked at $5K in Q3 2017.
204 funds tracked by Wall St. Rank held Herbalife as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.