HT
NDAQ icon

Heritage Trust’s Nasdaq NDAQ Stock Holding History

Heritage Trust’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,400
Closed -$65K – 331
2018
Q4 		$65K Hold
2,400
– – 0.03% 192
2018
Q3 		$69K Hold
2,400
– – 0.02% 192
2018
Q2 		$73K Hold
2,400
– – 0.03% 175
2018
Q1 		$69K Hold
2,400
– – 0.03% 176
2017
Q4 		$61K Hold
2,400
– – 0.02% 176
2017
Q3 		$62K Hold
2,400
– – 0.02% 180
2017
Q2 		$57K Hold
2,400
– – 0.02% 175
2017
Q1 		$56K Buy
+2,400
New +$55.7K 0.02% 179

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return