PCP
HTLF

Proficio Capital Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-58
Closed -$3K – 1626
2019
Q2 		$3K Buy
+58
New +$2.56K ﹤0.01% 1456

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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
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Northern Trust
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State Street
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Thrivent Financial for Lutherans
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Proficio Capital Partners's HTLF Position: Q3 2019 in Review

Proficio Capital Partners sold out of Heartland Financial USA, Inc. (HTLF) in Q3 2019, closing a stake of 58 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in HTLF in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 148 funds tracked by Wall St. Rank hold HTLF as of Q3 2019.

  • Proficio Capital Partners reported no remaining Heartland Financial USA, Inc. position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 58 Heartland Financial USA, Inc. shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in Heartland Financial USA, Inc. in Q2 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Heartland Financial USA, Inc. position peaked at $3K in Q2 2019.
  • 148 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.