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Summit Trail Advisors’s Heartland Express HTLD Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-111
Closed -$3K – 989
2017
Q4 		$3K Buy
+111
New +$2.5K ﹤0.01% 1547

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Summit Trail Advisors's HTLD Position: Q1 2018 in Review

Summit Trail Advisors sold out of Heartland Express (HTLD) in Q1 2018, closing a stake of 111 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in HTLD in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 163 funds tracked by Wall St. Rank hold HTLD as of Q1 2018.

  • Summit Trail Advisors reported no remaining Heartland Express position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 111 Heartland Express shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in Heartland Express in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Heartland Express position peaked at $3K in Q4 2017.
  • 163 funds tracked by Wall St. Rank held Heartland Express as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.