Kennedy Capital Management’s Heartland Express HTLD Stock Holding History

Kennedy Capital Management’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
2017 Q3	–	Sell	-385,261	Closed	-$8.02M	–	747
2017 Q2	$8.02M	Sell	385,261 -10,182	-3%	-$203K	0.15%	212
2017 Q1	$7.93M	Sell	395,443 -15,930	-4%	-$323K	0.14%	246
2016 Q4	$8.38M	Sell	411,373 -3,628	-0.9%	-$72.9K	0.15%	235
2016 Q3	$7.83M	Sell	415,001 -24,787	-6%	-$465K	0.15%	243
2016 Q2	$7.65M	Sell	439,788 -40,442	-8%	-$720K	0.15%	233
2016 Q1	$8.91M	Buy	480,230 +102,210	+27%	+$1.84M	0.18%	180
2015 Q4	$6.43M	Sell	378,020 -9,041	-2%	-$173K	0.13%	284
2015 Q3	$7.72M	Buy	+387,061	New	+$7.92M	0.16%	230

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Kennedy Capital Management's HTLD Position: Q3 2017 in Review

Kennedy Capital Management sold out of Heartland Express (HTLD) in Q3 2017, closing a stake of 385,261 shares — an estimated $8.02M sold.

Kennedy Capital Management first reported a position in HTLD in Q3 2015 and held it in 8 quarters. The position peaked at $8.91M in Q1 2016. 165 funds tracked by Wall St. Rank hold HTLD as of Q3 2017.

Kennedy Capital Management reported no remaining Heartland Express position as of Q3 2017 after selling out during the quarter.
Kennedy Capital Management sold 385,261 Heartland Express shares in Q3 2017, an estimated $8.02M.
Kennedy Capital Management first reported a position in Heartland Express in Q3 2015 and held it in 8 quarters.
Kennedy Capital Management's Heartland Express position peaked at $8.91M in Q1 2016.
165 funds tracked by Wall St. Rank held Heartland Express as of Q3 2017.

Based on Kennedy Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.