JIP
HTLF

JBJ Investment Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History

JBJ Investment Partners’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
Q2 		– Sell
-1,987
Closed -$85K – 197
2019
Q1 		$85K Buy
+1,987
New +$92.2K 0.03% 66

Other funds holding HTLF

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DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JBJ Investment Partners's HTLF Position: Q2 2019 in Review

JBJ Investment Partners sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2019, closing a stake of 1,987 shares — an estimated $85K sold.

JBJ Investment Partners first reported a position in HTLF in Q1 2019 and held it in 1 quarter. The position peaked at $85K in Q1 2019. 147 funds tracked by Wall St. Rank hold HTLF as of Q2 2019.

  • JBJ Investment Partners reported no remaining Heartland Financial USA, Inc. position as of Q2 2019 after selling out during the quarter.
  • JBJ Investment Partners sold 1,987 Heartland Financial USA, Inc. shares in Q2 2019, an estimated $85K.
  • JBJ Investment Partners first reported a position in Heartland Financial USA, Inc. in Q1 2019 and held it in 1 quarter.
  • JBJ Investment Partners's Heartland Financial USA, Inc. position peaked at $85K in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2019.

Based on JBJ Investment Partners's 13F filing for Q2 2019, filed 25 Jul 2019.