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Archford Capital Strategies’s Heartland Express HTLD Stock Holding History

Archford Capital Strategies’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
2017
Q2 		– Sell
-96
Closed -$2K – 374
2017
Q1 		$2K Hold
96
– – ﹤0.01% 596
2016
Q4 		$1K Hold
96
– – ﹤0.01% 573
2016
Q3 		$1K Sell
96
-96
-50% -$1.8K ﹤0.01% 597
2016
Q2 		$4K Buy
+192
New +$3.42K ﹤0.01% 509
2016
Q1 		– Sell
-192
Closed -$4K – 357
2015
Q4 		$4K Hold
192
– – ﹤0.01% 599
2015
Q3 		$4K Buy
192
+96
+100% +$1.97K ﹤0.01% 464
2015
Q2 		$2K Hold
96
– – ﹤0.01% 491
2015
Q1 		$2.28K Hold
96
– – ﹤0.01% 503
2014
Q4 		$3K Hold
96
– – ﹤0.01% 442
2014
Q3 		$2K Hold
96
– – ﹤0.01% 508
2014
Q2 		$2.05K Buy
+96
New +$2.08K ﹤0.01% 686

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Archford Capital Strategies's HTLD Position: Q2 2017 in Review

Archford Capital Strategies sold out of Heartland Express (HTLD) in Q2 2017, closing a stake of 96 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in HTLD in Q2 2014 and held it in 11 quarters. The position peaked at $4K in Q2 2016. 156 funds tracked by Wall St. Rank hold HTLD as of Q2 2017.

  • Archford Capital Strategies reported no remaining Heartland Express position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 96 Heartland Express shares in Q2 2017, an estimated $2K.
  • Archford Capital Strategies first reported a position in Heartland Express in Q2 2014 and held it in 11 quarters.
  • Archford Capital Strategies's Heartland Express position peaked at $4K in Q2 2016.
  • 156 funds tracked by Wall St. Rank held Heartland Express as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.