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Northwest Wealth Management’s Heartland Express HTLD Stock Holding History

Northwest Wealth Management’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
2019
Q1 		– Sell
-156
Closed -$3K – 537
2018
Q4 		$3K Hold
156
– – ﹤0.01% 432
2018
Q3 		$3K Hold
156
– – ﹤0.01% 465
2018
Q2 		$3K Hold
156
– – ﹤0.01% 449
2018
Q1 		$3K Buy
+156
New +$3.29K ﹤0.01% 462

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Dimensional Fund Advisors
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
GKIM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Wealth Management's HTLD Position: Q1 2019 in Review

Northwest Wealth Management sold out of Heartland Express (HTLD) in Q1 2019, closing a stake of 156 shares — an estimated $3K sold.

Northwest Wealth Management first reported a position in HTLD in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 172 funds tracked by Wall St. Rank hold HTLD as of Q1 2019.

  • Northwest Wealth Management reported no remaining Heartland Express position as of Q1 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 156 Heartland Express shares in Q1 2019, an estimated $3K.
  • Northwest Wealth Management first reported a position in Heartland Express in Q1 2018 and held it in 4 quarters.
  • Northwest Wealth Management's Heartland Express position peaked at $3K in Q4 2018.
  • 172 funds tracked by Wall St. Rank held Heartland Express as of Q1 2019.

Based on Northwest Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.