GWAG
HTLF

Garrett Wealth Advisory Group’s Heartland Financial USA, Inc. HTLF Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-41
Closed -$1.83K – 659
2019
Q3 		$1.83K Buy
+41
New +$1.83K ﹤0.01% 580

Other funds holding HTLF

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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Garrett Wealth Advisory Group's HTLF Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2019, closing a stake of 41 shares — an estimated $1.83K sold.

Garrett Wealth Advisory Group first reported a position in HTLF in Q3 2019 and held it in 1 quarter. The position peaked at $1.83K in Q3 2019. 145 funds tracked by Wall St. Rank hold HTLF as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Heartland Financial USA, Inc. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 41 Heartland Financial USA, Inc. shares in Q4 2019, an estimated $1.83K.
  • Garrett Wealth Advisory Group first reported a position in Heartland Financial USA, Inc. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Heartland Financial USA, Inc. position peaked at $1.83K in Q3 2019.
  • 145 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.