MML Investors Services
HTLF icon

MML Investors Services’s Heartland Financial USA, Inc. HTLF Stock Holding History

MML Investors Services’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
-5,589
Closed -$278K – 1559
2019
Q4 		$278K Sell
5,589
-12
-0.2% -$564 ﹤0.01% 1275
2019
Q3 		$251K Sell
5,601
-106
-2% -$4.73K ﹤0.01% 1289
2019
Q2 		$255K Buy
5,707
+55
+1% +$2.43K ﹤0.01% 1380
2019
Q1 		$241K Buy
+5,652
New +$262K ﹤0.01% 1380
2018
Q4 		– Sell
-3,502
Closed -$203K – 1637
2018
Q3 		$203K Buy
+3,502
New +$208K ﹤0.01% 1502

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 $27.7B AUM 52.44% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MML Investors Services's HTLF Position: Q1 2020 in Review

MML Investors Services sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2020, closing a stake of 5,589 shares — an estimated $278K sold.

MML Investors Services first reported a position in HTLF in Q3 2018 and held it in 5 quarters. The position peaked at $278K in Q4 2019. 138 funds tracked by Wall St. Rank hold HTLF as of Q1 2020.

  • MML Investors Services reported no remaining Heartland Financial USA, Inc. position as of Q1 2020 after selling out during the quarter.
  • MML Investors Services sold 5,589 Heartland Financial USA, Inc. shares in Q1 2020, an estimated $278K.
  • MML Investors Services first reported a position in Heartland Financial USA, Inc. in Q3 2018 and held it in 5 quarters.
  • MML Investors Services's Heartland Financial USA, Inc. position peaked at $278K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2020.

Based on MML Investors Services's 13F filing for Q1 2020, filed 14 May 2020.