EWM
HTLF

Evercore Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Evercore Wealth Management’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
2016
Q4 		– Sell
-134
Closed -$5K – 1102
2016
Q3 		$5K Hold
134
– – ﹤0.01% 942
2016
Q2 		$5K Hold
134
– – ﹤0.01% 926
2016
Q1 		$4K Hold
134
– – ﹤0.01% 889
2015
Q4 		$4K Buy
+134
New +$4.82K ﹤0.01% 952

Other funds holding HTLF

DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evercore Wealth Management's HTLF Position: Q4 2016 in Review

Evercore Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2016, closing a stake of 134 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in HTLF in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 140 funds tracked by Wall St. Rank hold HTLF as of Q4 2016.

  • Evercore Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 134 Heartland Financial USA, Inc. shares in Q4 2016, an estimated $5K.
  • Evercore Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2015 and held it in 4 quarters.
  • Evercore Wealth Management's Heartland Financial USA, Inc. position peaked at $5K in Q3 2016.
  • 140 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.