Lucus Advisors’s Heartland Express HTLD Stock Holding History

Lucus 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
2017 Q4	–	Sell	-14,933	Closed	-$375K	–	217
2017 Q3	$375K	Buy	+14,933	New	+$325K	0.53%	6
2017 Q2	–	Sell	-20,499	Closed	-$411K	–	216
2017 Q1	$411K	Buy	+20,499	New	+$416K	0.38%	93
2016 Q2	–	Sell	-15,322	Closed	-$284K	–	273
2016 Q1	$284K	Buy	+15,322	New	+$275K	0.17%	248

Other funds holding HTLD

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Lucus Advisors's HTLD Position: Q4 2017 in Review

Lucus Advisors sold out of Heartland Express (HTLD) in Q4 2017, closing a stake of 14,933 shares — an estimated $375K sold.

Lucus Advisors first reported a position in HTLD in Q1 2016 and held it in 3 quarters. The position peaked at $411K in Q1 2017. 167 funds tracked by Wall St. Rank hold HTLD as of Q4 2017.

Lucus Advisors reported no remaining Heartland Express position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 14,933 Heartland Express shares in Q4 2017, an estimated $375K.
Lucus Advisors first reported a position in Heartland Express in Q1 2016 and held it in 3 quarters.
Lucus Advisors's Heartland Express position peaked at $411K in Q1 2017.
167 funds tracked by Wall St. Rank held Heartland Express as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.