LWM
HTLF

Loveless Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Loveless Wealth Management’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
2020
Q1 		– Sell
-5,850
Closed -$290K – 115
2019
Q4 		$290K Buy
+5,850
New +$275K 0.25% 96

Other funds holding HTLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loveless Wealth Management's HTLF Position: Q1 2020 in Review

Loveless Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2020, closing a stake of 5,850 shares — an estimated $290K sold.

Loveless Wealth Management first reported a position in HTLF in Q4 2019 and held it in 1 quarter. The position peaked at $290K in Q4 2019. 138 funds tracked by Wall St. Rank hold HTLF as of Q1 2020.

  • Loveless Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2020 after selling out during the quarter.
  • Loveless Wealth Management sold 5,850 Heartland Financial USA, Inc. shares in Q1 2020, an estimated $290K.
  • Loveless Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2019 and held it in 1 quarter.
  • Loveless Wealth Management's Heartland Financial USA, Inc. position peaked at $290K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2020.

Based on Loveless Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.