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JOYN Advisors’s Heartland Express HTLD Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-381
Closed -$7K – 677
2018
Q4 		$7K Sell
381
-656
-63% -$12.5K ﹤0.01% 1114
2018
Q3 		$20K Buy
1,037
+109
+12% +$2.16K ﹤0.01% 683
2018
Q2 		$17K Buy
928
+858
+1,226% +$15.8K ﹤0.01% 729
2018
Q1 		$1K Buy
+70
New +$1.48K ﹤0.01% 1184

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ACH
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's HTLD Position: Q1 2019 in Review

JOYN Advisors sold out of Heartland Express (HTLD) in Q1 2019, closing a stake of 381 shares — an estimated $7K sold.

JOYN Advisors first reported a position in HTLD in Q1 2018 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 172 funds tracked by Wall St. Rank hold HTLD as of Q1 2019.

  • JOYN Advisors reported no remaining Heartland Express position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 381 Heartland Express shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in Heartland Express in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Heartland Express position peaked at $20K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held Heartland Express as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.