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Rowland Carmichael Advisors’s Heartland Express HTLD Stock Holding History

Rowland Carmichael Advisors’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
2017
Q2 		– Sell
-12,635
Closed -$253K – 297
2017
Q1 		$253K Buy
12,635
+1,924
+18% +$39.1K 0.15% 178
2016
Q4 		$218K Buy
+10,711
New +$215K 0.13% 217

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ACH
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Vanguard Group
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rowland Carmichael Advisors's HTLD Position: Q2 2017 in Review

Rowland Carmichael Advisors sold out of Heartland Express (HTLD) in Q2 2017, closing a stake of 12,635 shares — an estimated $253K sold.

Rowland Carmichael Advisors first reported a position in HTLD in Q4 2016 and held it in 2 quarters. The position peaked at $253K in Q1 2017. 156 funds tracked by Wall St. Rank hold HTLD as of Q2 2017.

  • Rowland Carmichael Advisors reported no remaining Heartland Express position as of Q2 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 12,635 Heartland Express shares in Q2 2017, an estimated $253K.
  • Rowland Carmichael Advisors first reported a position in Heartland Express in Q4 2016 and held it in 2 quarters.
  • Rowland Carmichael Advisors's Heartland Express position peaked at $253K in Q1 2017.
  • 156 funds tracked by Wall St. Rank held Heartland Express as of Q2 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2017, filed 10 Feb 2020.