Creative Financial Designs’s Heartland Financial USA, Inc. HTLF Stock Holding History

Creative Financial Designs’s Portfolio HTLF Stock Details HTLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,039	Closed	-$50K	–	1473
2021 Q3	$50K	Hold	1,039	–	–	0.01%	615
2021 Q2	$49K	Hold	1,039	–	–	0.01%	610
2021 Q1	$52K	Hold	1,039	–	–	0.01%	556
2020 Q4	$42K	Hold	1,039	–	–	0.01%	556
2020 Q3	$31K	Hold	1,039	–	–	0.01%	559
2020 Q2	$35K	Buy	+1,039	New	+$32.5K	0.01%	486

Other funds holding HTLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Financial Designs's HTLF Position: Q4 2021 in Review

Creative Financial Designs sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2021, closing a stake of 1,039 shares — an estimated $50K sold.

Creative Financial Designs first reported a position in HTLF in Q2 2020 and held it in 6 quarters. The position peaked at $52K in Q1 2021. 186 funds tracked by Wall St. Rank hold HTLF as of Q4 2021.

Creative Financial Designs reported no remaining Heartland Financial USA, Inc. position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 1,039 Heartland Financial USA, Inc. shares in Q4 2021, an estimated $50K.
Creative Financial Designs first reported a position in Heartland Financial USA, Inc. in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's Heartland Financial USA, Inc. position peaked at $52K in Q1 2021.
186 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.