PG
HTLF

Patten Group’s Heartland Financial USA, Inc. HTLF Stock Holding History

Patten Group’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
2018
Q4 		– Sell
-163
Closed -$9K – 701
2018
Q3 		$9K Hold
163
– – ﹤0.01% 538
2018
Q2 		$9K Buy
+163
New +$8.93K ﹤0.01% 512

Other funds holding HTLF

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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Patten Group's HTLF Position: Q4 2018 in Review

Patten Group sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2018, closing a stake of 163 shares — an estimated $9K sold.

Patten Group first reported a position in HTLF in Q2 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 137 funds tracked by Wall St. Rank hold HTLF as of Q4 2018.

  • Patten Group reported no remaining Heartland Financial USA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Patten Group sold 163 Heartland Financial USA, Inc. shares in Q4 2018, an estimated $9K.
  • Patten Group first reported a position in Heartland Financial USA, Inc. in Q2 2018 and held it in 2 quarters.
  • Patten Group's Heartland Financial USA, Inc. position peaked at $9K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.