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WFG Advisors’s Herbalife HLF Stock Holding History

WFG 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
Q4 		– Sell
-32
Closed -$1K – 1626
2016
Q3 		$1K Hold
32
– – ﹤0.01% 1471
2016
Q2 		$1K Sell
32
-14
-30% -$419 ﹤0.01% 1458
2016
Q1 		$1K Buy
46
+14
+44% +$361 ﹤0.01% 1419
2015
Q4 		$1K Hold
32
– – ﹤0.01% 1460
2015
Q3 		$1K Hold
32
– – ﹤0.01% 1497
2015
Q2 		$1K Hold
32
– – ﹤0.01% 1569
2015
Q1 		$1K Hold
32
– – ﹤0.01% 1632
2014
Q4 		$1K Hold
32
– – ﹤0.01% 1960
2014
Q3 		$1K Hold
32
– – ﹤0.01% 1976
2014
Q2 		$1K Hold
32
– – ﹤0.01% 1903
2014
Q1 		$1K Sell
32
-128
-80% -$4.23K ﹤0.01% 1892
2013
Q4 		$6K Hold
160
– – ﹤0.01% 1710
2013
Q3 		$6K Sell
160
-32
-17% -$990 ﹤0.01% 1677
2013
Q2 		$4K Buy
+192
New +$4.09K ﹤0.01% 1721

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
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WFG Advisors's HLF Position: Q4 2016 in Review

WFG Advisors sold out of Herbalife (HLF) in Q4 2016, closing a stake of 32 shares — an estimated $1K sold.

WFG Advisors first reported a position in HLF in Q2 2013 and held it in 14 quarters. The position peaked at $6K in Q4 2013. 210 funds tracked by Wall St. Rank hold HLF as of Q4 2016.

  • WFG Advisors reported no remaining Herbalife position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 32 Herbalife shares in Q4 2016, an estimated $1K.
  • WFG Advisors first reported a position in Herbalife in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Herbalife position peaked at $6K in Q4 2013.
  • 210 funds tracked by Wall St. Rank held Herbalife as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.