BCA
HTLF

Berman Capital Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Berman Capital Advisors’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$10K Buy
+209
New +$9.7K ﹤0.01% 1202
2020
Q3 		– Sell
-9
Closed – – 1808
2020
Q2 		$0 Buy
+9
New +$281 ﹤0.01% 1864

Other funds holding HTLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's HTLF Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Heartland Financial USA, Inc. (HTLF) in Q3 2021: 209 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in HTLF as recently as Q2 2020.

Berman Capital Advisors first reported a position in HTLF in Q2 2020 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold HTLF as of Q3 2021.

  • Berman Capital Advisors held 209 shares of Heartland Financial USA, Inc. worth $10K as of Q3 2021.
  • Heartland Financial USA, Inc. was a new Berman Capital Advisors position in Q3 2021.
  • Heartland Financial USA, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1202 holding.
  • Berman Capital Advisors first reported a position in Heartland Financial USA, Inc. in Q2 2020 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.