Gradient Investments’s Heartland Financial USA, Inc. HTLF Stock Holding History

Gradient Investments’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 Q2	–	Sell	-653	Closed	-$33K	–	1278
2021 Q1	$33K	Hold	653	–	–	﹤0.01%	539
2020 Q4	$20K	Hold	653	–	–	﹤0.01%	580
2020 Q3	$20K	Hold	653	–	–	﹤0.01%	583
2020 Q2	$22K	Hold	653	–	–	﹤0.01%	516
2020 Q1	$20K	Hold	653	–	–	﹤0.01%	523
2019 Q4	$32K	Hold	653	–	–	﹤0.01%	487
2019 Q3	$29K	Hold	653	–	–	﹤0.01%	469
2019 Q2	$29K	Buy	+653	New	+$28.8K	﹤0.01%	460
2019 Q1	–	Sell	-653	Closed	-$29K	–	1026
2018 Q4	$29K	Hold	653	–	–	﹤0.01%	411
2018 Q3	$38K	Hold	653	–	–	﹤0.01%	399
2018 Q2	$36K	Hold	653	–	–	﹤0.01%	387
2018 Q1	$35K	Hold	653	–	–	﹤0.01%	394
2017 Q4	$35K	Buy	+653	New	+$33K	﹤0.01%	403

Other funds holding HTLF

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

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

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

DBT

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Gradient Investments's HTLF Position: Q2 2021 in Review

Gradient Investments sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2021, closing a stake of 653 shares — an estimated $33K sold.

Gradient Investments first reported a position in HTLF in Q4 2017 and held it in 13 quarters. The position peaked at $38K in Q3 2018. 173 funds tracked by Wall St. Rank hold HTLF as of Q2 2021.

Gradient Investments reported no remaining Heartland Financial USA, Inc. position as of Q2 2021 after selling out during the quarter.
Gradient Investments sold 653 Heartland Financial USA, Inc. shares in Q2 2021, an estimated $33K.
Gradient Investments first reported a position in Heartland Financial USA, Inc. in Q4 2017 and held it in 13 quarters.
Gradient Investments's Heartland Financial USA, Inc. position peaked at $38K in Q3 2018.
173 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.