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UBS’s Heartland Express HTLD Stock Holding History

UBS’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
2014
Q3 		$1.35M Sell
56,234
-1,552
-3% -$35.9K ﹤0.01% 3299
2014
Q2 		$1.23M Buy
57,786
+12,276
+27% +$266K ﹤0.01% 3354
2014
Q1 		$1.03M Buy
45,510
+1,507
+3% +$31.5K ﹤0.01% 3453
2013
Q4 		$863K Buy
44,003
+2,123
+5% +$34.8K ﹤0.01% 3706
2013
Q3 		$594K Sell
41,880
-7,061
-14% -$101K ﹤0.01% 3944
2013
Q2 		$679K Buy
+48,941
New +$674K ﹤0.01% 3754

Other funds holding HTLD

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS's HTLD Position: Q3 2014 in Review

UBS reduced its Heartland Express (HTLD) stake by 2.7% in Q3 2014, selling an estimated $35.9K and leaving 56,234 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

UBS first reported a position in HTLD in Q2 2013 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold HTLD as of Q3 2014.

  • UBS held 56,234 shares of Heartland Express worth $1.35M as of Q3 2014.
  • UBS sold 1,552 Heartland Express shares in Q3 2014, an estimated $35.9K.
  • Heartland Express made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3299 holding.
  • UBS first reported a position in Heartland Express in Q2 2013 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Heartland Express as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.