Arete Wealth Advisors’s Heartland Express HTLD Stock Holding History

Arete Wealth Advisors’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
2016 Q3	–	Sell	-33,446	Closed	-$582K	–	163
2016 Q2	$582K	Hold	33,446	–	–	0.37%	58
2016 Q1	$620K	Hold	33,446	–	–	0.37%	49
2015 Q4	$569K	Hold	33,446	–	–	0.34%	52
2015 Q3	$667K	Hold	33,446	–	–	0.52%	39
2015 Q2	$677K	Hold	33,446	–	–	0.46%	50
2015 Q1	$795K	Hold	33,446	–	–	0.51%	45
2014 Q4	$903K	Hold	33,446	–	–	0.64%	39
2014 Q3	$801K	Hold	33,446	–	–	0.6%	36
2014 Q2	$714K	Hold	33,446	–	–	0.56%	45
2014 Q1	$759K	Hold	33,446	–	–	0.7%	36
2013 Q4	$656K	Buy	+33,446	New	+$548K	0.65%	43

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

RCI

Redwood Capital Investments Hanover, Maryland $43.1M AUM 25.43% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arete Wealth Advisors's HTLD Position: Q3 2016 in Review

Arete Wealth Advisors sold out of Heartland Express (HTLD) in Q3 2016, closing a stake of 33,446 shares — an estimated $582K sold.

Arete Wealth Advisors first reported a position in HTLD in Q4 2013 and held it in 11 quarters. The position peaked at $903K in Q4 2014. 161 funds tracked by Wall St. Rank hold HTLD as of Q3 2016.

Arete Wealth Advisors reported no remaining Heartland Express position as of Q3 2016 after selling out during the quarter.
Arete Wealth Advisors sold 33,446 Heartland Express shares in Q3 2016, an estimated $582K.
Arete Wealth Advisors first reported a position in Heartland Express in Q4 2013 and held it in 11 quarters.
Arete Wealth Advisors's Heartland Express position peaked at $903K in Q4 2014.
161 funds tracked by Wall St. Rank held Heartland Express as of Q3 2016.

Based on Arete Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.