BA
HTLD icon

Broadview Advisors’s Heartland Express HTLD Stock Holding History

Broadview 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
Q2 		– Sell
-19,000
Closed -$352K – 96
2016
Q1 		$352K Sell
19,000
-15,000
-44% -$270K 0.05% 93
2015
Q4 		$579K Buy
+34,000
New +$652K 0.08% 90

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RCI
Redwood Capital Investments Hanover, Maryland $43.1M AUM 25.43% 1-Year Est. Return
Vanguard Group
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Broadview Advisors's HTLD Position: Q2 2016 in Review

Broadview Advisors sold out of Heartland Express (HTLD) in Q2 2016, closing a stake of 19,000 shares — an estimated $352K sold.

Broadview Advisors first reported a position in HTLD in Q4 2015 and held it in 2 quarters. The position peaked at $579K in Q4 2015. 155 funds tracked by Wall St. Rank hold HTLD as of Q2 2016.

  • Broadview Advisors reported no remaining Heartland Express position as of Q2 2016 after selling out during the quarter.
  • Broadview Advisors sold 19,000 Heartland Express shares in Q2 2016, an estimated $352K.
  • Broadview Advisors first reported a position in Heartland Express in Q4 2015 and held it in 2 quarters.
  • Broadview Advisors's Heartland Express position peaked at $579K in Q4 2015.
  • 155 funds tracked by Wall St. Rank held Heartland Express as of Q2 2016.

Based on Broadview Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.