MIFH
HTLF

Migdal Insurance & Financial Holdings’s Heartland Financial USA, Inc. HTLF Stock Holding History

Migdal Insurance & Financial Holdings’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
2019
Q4 		– Sell
-380
Closed -$17K – 803
2019
Q3 		$17K Sell
380
-182
-32% -$8.12K ﹤0.01% 687
2019
Q2 		$25K Sell
562
-211
-27% -$9.32K ﹤0.01% 674
2019
Q1 		$33K Buy
+773
New +$35.9K ﹤0.01% 628

Other funds holding HTLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HTLF Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2019, closing a stake of 380 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in HTLF in Q1 2019 and held it in 3 quarters. The position peaked at $33K in Q1 2019. 145 funds tracked by Wall St. Rank hold HTLF as of Q4 2019.

  • Migdal Insurance & Financial Holdings reported no remaining Heartland Financial USA, Inc. position as of Q4 2019 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 380 Heartland Financial USA, Inc. shares in Q4 2019, an estimated $17K.
  • Migdal Insurance & Financial Holdings first reported a position in Heartland Financial USA, Inc. in Q1 2019 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Heartland Financial USA, Inc. position peaked at $33K in Q1 2019.
  • 145 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.