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Advisor Group’s Heartland Express HTLD Stock Holding History

Advisor Group’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$38K Buy
1,840
+208
+13% +$4.46K ﹤0.01% 3600
2019
Q3 		$35K Buy
1,632
+380
+30% +$7.62K ﹤0.01% 3629
2019
Q2 		$23K Sell
1,252
-98
-7% -$1.87K ﹤0.01% 3893
2019
Q1 		$26K Buy
1,350
+283
+27% +$5.62K ﹤0.01% 3831
2018
Q4 		$20K Buy
1,067
+372
+54% +$7.09K ﹤0.01% 3806
2018
Q3 		$14K Buy
695
+256
+58% +$5.08K ﹤0.01% 4081
2018
Q2 		$8K Sell
439
-132
-23% -$2.44K ﹤0.01% 4177
2018
Q1 		$11K Sell
571
-98
-15% -$2.07K ﹤0.01% 4017
2017
Q4 		$16K Buy
669
+218
+48% +$4.92K ﹤0.01% 3827
2017
Q3 		$12K Sell
451
-2,356
-84% -$51.3K ﹤0.01% 3863
2017
Q2 		$58K Sell
2,807
-11,765
-81% -$235K ﹤0.01% 2726
2017
Q1 		$292K Buy
14,572
+11,787
+423% +$239K 0.01% 1401
2016
Q4 		$58K Sell
2,785
-238
-8% -$4.78K ﹤0.01% 2496
2016
Q3 		$57K Sell
3,023
-108
-3% -$2.02K ﹤0.01% 2426
2016
Q2 		$53K Buy
+3,131
New +$55.8K ﹤0.01% 2386

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's HTLD Position: Q4 2019 in Review

Advisor Group increased its Heartland Express (HTLD) stake by 13% in Q4 2019, buying an estimated $4.46K and bringing the position to 1,840 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

Advisor Group first reported a position in HTLD in Q2 2016 and has held it in 15 quarters since. The position peaked at $292K in Q1 2017. 157 funds tracked by Wall St. Rank hold HTLD as of Q4 2019.

  • Advisor Group held 1,840 shares of Heartland Express worth $38K as of Q4 2019.
  • Advisor Group bought 208 Heartland Express shares in Q4 2019, an estimated $4.46K.
  • Heartland Express made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3600 holding.
  • Advisor Group first reported a position in Heartland Express in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Heartland Express position peaked at $292K in Q1 2017.
  • 157 funds tracked by Wall St. Rank held Heartland Express as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.