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MSI Financial Services’s Heartland Express HTLD Stock Holding History

MSI Financial Services’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
2016
Q4 		$0 Sell
21
-36
-63% -$723 ﹤0.01% 3897
2016
Q3 		$1K Hold
57
– – ﹤0.01% 3695
2016
Q2 		$1K Buy
57
+36
+171% +$641 ﹤0.01% 3717
2016
Q1 		$0 Buy
+21
New +$377 ﹤0.01% 4010

Other funds holding HTLD

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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RCI
Redwood Capital Investments Hanover, Maryland $43.1M AUM 25.43% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

MSI Financial Services's HTLD Position: Q4 2016 in Review

MSI Financial Services reduced its Heartland Express (HTLD) stake by 63% in Q4 2016, selling an estimated $723 and leaving 21 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3897.

MSI Financial Services first reported a position in HTLD in Q1 2016 and has held it in 4 quarters since. The position peaked at $1K in Q3 2016. 170 funds tracked by Wall St. Rank hold HTLD as of Q4 2016.

  • MSI Financial Services held 21 shares of Heartland Express worth $0 as of Q4 2016.
  • MSI Financial Services sold 36 Heartland Express shares in Q4 2016, an estimated $723.
  • Heartland Express made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3897 holding.
  • MSI Financial Services first reported a position in Heartland Express in Q1 2016 and has held it in 4 quarters since.
  • MSI Financial Services's Heartland Express position peaked at $1K in Q3 2016.
  • 170 funds tracked by Wall St. Rank held Heartland Express as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.