CFD
HTLF

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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.