Carroll Financial Associates’s Heartland Express HTLD Stock Holding History

Carroll Financial Associates’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
2020 Q1	–	Sell	-212	Closed	-$4K	–	1542
2019 Q4	$4K	Hold	212	–	–	﹤0.01%	1280
2019 Q3	$4K	Hold	212	–	–	﹤0.01%	1231
2019 Q2	$3K	Hold	212	–	–	﹤0.01%	1309
2019 Q1	$4K	Hold	212	–	–	﹤0.01%	1154
2018 Q4	$3K	Hold	212	–	–	﹤0.01%	1125
2018 Q3	$4K	Hold	212	–	–	﹤0.01%	1119
2018 Q2	$3K	Hold	212	–	–	﹤0.01%	1125
2018 Q1	$3K	Hold	212	–	–	﹤0.01%	1109
2017 Q4	$4K	Buy	+212	New	+$4.78K	﹤0.01%	1039

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carroll Financial Associates's HTLD Position: Q1 2020 in Review

Carroll Financial Associates sold out of Heartland Express (HTLD) in Q1 2020, closing a stake of 212 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in HTLD in Q4 2017 and held it in 9 quarters. The position peaked at $4K in Q4 2019. 157 funds tracked by Wall St. Rank hold HTLD as of Q1 2020.

Carroll Financial Associates reported no remaining Heartland Express position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 212 Heartland Express shares in Q1 2020, an estimated $4K.
Carroll Financial Associates first reported a position in Heartland Express in Q4 2017 and held it in 9 quarters.
Carroll Financial Associates's Heartland Express position peaked at $4K in Q4 2019.
157 funds tracked by Wall St. Rank held Heartland Express as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.