Bruderman Asset Management’s Heartland Express HTLD Stock Holding History

Bruderman Asset 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	-217	Closed	-$4K	–	311
2019 Q1	$4K	Hold	217	–	–	﹤0.01%	512
2018 Q4	$4K	Buy	217 +1	+0.5%	+$19	﹤0.01%	511
2018 Q3	$4K	Hold	216	–	–	﹤0.01%	314
2018 Q2	$4K	Sell	216 -2,955	-93%	-$54.6K	﹤0.01%	331
2018 Q1	$57K	Buy	+3,171	New	+$66.9K	0.01%	189
2017 Q3	–	Sell	-3,889	Closed	-$81K	–	220
2017 Q2	$81K	Buy	+3,889	New	+$77.5K	0.02%	169
2017 Q1	–	Sell	-1,843	Closed	-$38K	–	219
2016 Q4	$38K	Buy	1,843 +3	+0.2%	+$60	0.01%	230
2016 Q3	$35K	Buy	1,840 +2	+0.1%	+$37	0.01%	241
2016 Q2	$32K	Sell	1,838 -409	-18%	-$7.29K	0.01%	235
2016 Q1	$42K	Hold	2,247	–	–	0.01%	206
2015 Q4	$38K	Buy	+2,247	New	+$43.1K	0.01%	235

Other funds holding HTLD

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's HTLD Position: Q2 2019 in Review

Bruderman Asset Management sold out of Heartland Express (HTLD) in Q2 2019, closing a stake of 217 shares — an estimated $4K sold.

Bruderman Asset Management first reported a position in HTLD in Q4 2015 and held it in 11 quarters. The position peaked at $81K in Q2 2017. 158 funds tracked by Wall St. Rank hold HTLD as of Q2 2019.

Bruderman Asset Management reported no remaining Heartland Express position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 217 Heartland Express shares in Q2 2019, an estimated $4K.
Bruderman Asset Management first reported a position in Heartland Express in Q4 2015 and held it in 11 quarters.
Bruderman Asset Management's Heartland Express position peaked at $81K in Q2 2017.
158 funds tracked by Wall St. Rank held Heartland Express as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.