PMFA
HTLF

Plante Moran Financial Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Plante Moran Financial Advisors’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
2017
Q1 		– Sell
-9
Closed – – 1056
2016
Q4 		$0 Buy
+9
New +$374 ﹤0.01% 1049

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Plante Moran Financial Advisors's HTLF Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2017, closing a stake of 9 shares.

Plante Moran Financial Advisors first reported a position in HTLF in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 136 funds tracked by Wall St. Rank hold HTLF as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 Heartland Financial USA, Inc. shares in Q1 2017.
  • Plante Moran Financial Advisors first reported a position in Heartland Financial USA, Inc. in Q4 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Heartland Financial USA, Inc. position peaked at $0 in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.