AWM
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AE Wealth Management’s Heartland Express HTLD Stock Holding History

AE Wealth Management’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
Q2 		– Sell
-19,177
Closed -$370K – 986
2019
Q1 		$370K Buy
+19,177
New +$381K 0.03% 416

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Northern Trust
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AE Wealth Management's HTLD Position: Q2 2019 in Review

AE Wealth Management sold out of Heartland Express (HTLD) in Q2 2019, closing a stake of 19,177 shares — an estimated $370K sold.

AE Wealth Management first reported a position in HTLD in Q1 2019 and held it in 1 quarter. The position peaked at $370K in Q1 2019. 158 funds tracked by Wall St. Rank hold HTLD as of Q2 2019.

  • AE Wealth Management reported no remaining Heartland Express position as of Q2 2019 after selling out during the quarter.
  • AE Wealth Management sold 19,177 Heartland Express shares in Q2 2019, an estimated $370K.
  • AE Wealth Management first reported a position in Heartland Express in Q1 2019 and held it in 1 quarter.
  • AE Wealth Management's Heartland Express position peaked at $370K in Q1 2019.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q2 2019.

Based on AE Wealth Management's 13F filing for Q2 2019, filed 22 Jul 2019.