FIM
HTLF

Freedom Investment Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Freedom Investment 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
2018
Q1 		– Sell
-4,035
Closed -$216K – 1235
2017
Q4 		$216K Buy
+4,035
New +$204K 0.01% 1016

Other funds holding HTLF

DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Freedom Investment Management's HTLF Position: Q1 2018 in Review

Freedom Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2018, closing a stake of 4,035 shares — an estimated $216K sold.

Freedom Investment Management first reported a position in HTLF in Q4 2017 and held it in 1 quarter. The position peaked at $216K in Q4 2017. 144 funds tracked by Wall St. Rank hold HTLF as of Q1 2018.

  • Freedom Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 4,035 Heartland Financial USA, Inc. shares in Q1 2018, an estimated $216K.
  • Freedom Investment Management first reported a position in Heartland Financial USA, Inc. in Q4 2017 and held it in 1 quarter.
  • Freedom Investment Management's Heartland Financial USA, Inc. position peaked at $216K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.