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Integrated Wealth Management (Palm Desert)’s Heartland Express HTLD Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-69
Closed -$1K – 1391
2015
Q1 		$1K Buy
+69
New +$1.75K ﹤0.01% 1186

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CWAM
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BFA
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ACH
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HTLD Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Heartland Express (HTLD) in Q2 2015, closing a stake of 69 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HTLD in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 158 funds tracked by Wall St. Rank hold HTLD as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Heartland Express position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 69 Heartland Express shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Heartland Express in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Heartland Express position peaked at $1K in Q1 2015.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.