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Confluence Investment Management’s Heartland Express HTLD Stock Holding History

Confluence Investment 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
2013
Q3 		– Sell
-38,965
Closed -$541K – 258
2013
Q2 		$541K Buy
+38,965
New +$537K 0.04% 195

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GKIM
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RRAM
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Confluence Investment Management's HTLD Position: Q3 2013 in Review

Confluence Investment Management sold out of Heartland Express (HTLD) in Q3 2013, closing a stake of 38,965 shares — an estimated $541K sold.

Confluence Investment Management first reported a position in HTLD in Q2 2013 and held it in 1 quarter. The position peaked at $541K in Q2 2013. 145 funds tracked by Wall St. Rank hold HTLD as of Q3 2013.

  • Confluence Investment Management reported no remaining Heartland Express position as of Q3 2013 after selling out during the quarter.
  • Confluence Investment Management sold 38,965 Heartland Express shares in Q3 2013, an estimated $541K.
  • Confluence Investment Management first reported a position in Heartland Express in Q2 2013 and held it in 1 quarter.
  • Confluence Investment Management's Heartland Express position peaked at $541K in Q2 2013.
  • 145 funds tracked by Wall St. Rank held Heartland Express as of Q3 2013.

Based on Confluence Investment Management's 13F filing for Q3 2013, filed 17 Oct 2013.