MFW
HTLD icon

Mosaic Family Wealth’s Heartland Express HTLD Stock Holding History

Mosaic Family Wealth’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
-245
Closed -$6K – 782
2017
Q3 		$6K Buy
+245
New +$5.33K ﹤0.01% 660

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Mosaic Family Wealth's HTLD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Heartland Express (HTLD) in Q4 2017, closing a stake of 245 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in HTLD in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 167 funds tracked by Wall St. Rank hold HTLD as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Heartland Express position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 245 Heartland Express shares in Q4 2017, an estimated $6K.
  • Mosaic Family Wealth first reported a position in Heartland Express in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Heartland Express position peaked at $6K in Q3 2017.
  • 167 funds tracked by Wall St. Rank held Heartland Express as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.