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Lee Financial’s Heartland Express HTLD Stock Holding History

Lee Financial’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
-290
Closed -$6K – 501
2017
Q2 		$6K Hold
290
– – ﹤0.01% 387
2017
Q1 		$6K Hold
290
– – ﹤0.01% 338
2016
Q4 		$6K Buy
+290
New +$5.83K ﹤0.01% 356

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
GKIM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lee Financial's HTLD Position: Q3 2017 in Review

Lee Financial sold out of Heartland Express (HTLD) in Q3 2017, closing a stake of 290 shares — an estimated $6K sold.

Lee Financial first reported a position in HTLD in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 165 funds tracked by Wall St. Rank hold HTLD as of Q3 2017.

  • Lee Financial reported no remaining Heartland Express position as of Q3 2017 after selling out during the quarter.
  • Lee Financial sold 290 Heartland Express shares in Q3 2017, an estimated $6K.
  • Lee Financial first reported a position in Heartland Express in Q4 2016 and held it in 3 quarters.
  • Lee Financial's Heartland Express position peaked at $6K in Q2 2017.
  • 165 funds tracked by Wall St. Rank held Heartland Express as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.