SCA
HTLF

Secor Capital Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Secor Capital 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
-34,469
Closed -$1.66M – 611
2016
Q4 		$1.66M Buy
+34,469
New +$1.43M 0.2% 149
2016
Q2 		– Sell
-6,611
Closed -$204K – 732
2016
Q1 		$204K Buy
+6,611
New +$197K 0.03% 544

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Secor Capital Advisors's HTLF Position: Q1 2017 in Review

Secor Capital Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2017, closing a stake of 34,469 shares — an estimated $1.66M sold.

Secor Capital Advisors first reported a position in HTLF in Q1 2016 and held it in 2 quarters. The position peaked at $1.66M in Q4 2016. 136 funds tracked by Wall St. Rank hold HTLF as of Q1 2017.

  • Secor Capital Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2017 after selling out during the quarter.
  • Secor Capital Advisors sold 34,469 Heartland Financial USA, Inc. shares in Q1 2017, an estimated $1.66M.
  • Secor Capital Advisors first reported a position in Heartland Financial USA, Inc. in Q1 2016 and held it in 2 quarters.
  • Secor Capital Advisors's Heartland Financial USA, Inc. position peaked at $1.66M in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2017.

Based on Secor Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.