CCM
HTLD icon

Coe Capital Management’s Heartland Express HTLD Stock Holding History

Coe Capital 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
2018
Q4 		– Sell
-42,705
Closed -$843K – 86
2018
Q3 		$843K Buy
42,705
+1,465
+4% +$29.1K 0.83% 44
2018
Q2 		$765K Sell
41,240
-900
-2% -$16.6K 0.85% 47
2018
Q1 		$758K Buy
+42,140
New +$889K 0.82% 50

Other funds holding HTLD

American Century Companies
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Coe Capital Management's HTLD Position: Q4 2018 in Review

Coe Capital Management sold out of Heartland Express (HTLD) in Q4 2018, closing a stake of 42,705 shares — an estimated $843K sold.

Coe Capital Management first reported a position in HTLD in Q1 2018 and held it in 3 quarters. The position peaked at $843K in Q3 2018. 157 funds tracked by Wall St. Rank hold HTLD as of Q4 2018.

  • Coe Capital Management reported no remaining Heartland Express position as of Q4 2018 after selling out during the quarter.
  • Coe Capital Management sold 42,705 Heartland Express shares in Q4 2018, an estimated $843K.
  • Coe Capital Management first reported a position in Heartland Express in Q1 2018 and held it in 3 quarters.
  • Coe Capital Management's Heartland Express position peaked at $843K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Heartland Express as of Q4 2018.

Based on Coe Capital Management's 13F filing for Q4 2018, filed 5 Feb 2019.