First Personal Financial Services’s Heartland Financial USA, Inc. HTLF Stock Holding History

First Personal Financial Services’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
2018 Q2	–	Sell	-672	Closed	-$36K	–	953
2018 Q1	$36K	Hold	672	–	–	0.01%	507
2017 Q4	$36K	Hold	672	–	–	0.01%	535
2017 Q3	$33K	Hold	672	–	–	0.01%	501
2017 Q2	$32K	Hold	672	–	–	0.01%	503
2017 Q1	$34K	Hold	672	–	–	0.01%	472
2016 Q4	$32K	Hold	672	–	–	0.01%	460
2016 Q3	$24K	Hold	672	–	–	0.01%	402
2016 Q2	$24K	Hold	672	–	–	0.01%	392
2016 Q1	$21K	Hold	672	–	–	0.01%	234
2015 Q4	$21K	Hold	672	–	–	0.01%	242
2015 Q3	$25K	Hold	672	–	–	0.02%	217
2015 Q2	$26K	Hold	672	–	–	0.02%	210
2015 Q1	$22K	Buy	672 +272	+68%	+$8.06K	0.01%	220
2014 Q4	$10K	Buy	+400	New	+$10.2K	0.01%	259

Other funds holding HTLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DBT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

First Personal Financial Services's HTLF Position: Q2 2018 in Review

First Personal Financial Services sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2018, closing a stake of 672 shares — an estimated $36K sold.

First Personal Financial Services first reported a position in HTLF in Q4 2014 and held it in 14 quarters. The position peaked at $36K in Q1 2018. 140 funds tracked by Wall St. Rank hold HTLF as of Q2 2018.

First Personal Financial Services reported no remaining Heartland Financial USA, Inc. position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 672 Heartland Financial USA, Inc. shares in Q2 2018, an estimated $36K.
First Personal Financial Services first reported a position in Heartland Financial USA, Inc. in Q4 2014 and held it in 14 quarters.
First Personal Financial Services's Heartland Financial USA, Inc. position peaked at $36K in Q1 2018.
140 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.