RAFFA WEALTH MANAGEMENT, LLC’s Heartland Express HTLD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-18	Closed	-$366	–	588
2016 Q4	$366	Hold	18	–	–	﹤0.01%	843
2016 Q3	$340	Hold	18	–	–	﹤0.01%	830
2016 Q2	$313	Hold	18	–	–	﹤0.01%	824
2016 Q1	$334	Hold	18	–	–	﹤0.01%	788
2015 Q4	$306	Hold	18	–	–	﹤0.01%	801
2015 Q3	$359	Hold	18	–	–	﹤0.01%	773
2015 Q2	$364	Hold	18	–	–	﹤0.01%	797
2015 Q1	$428	Sell	18 -6	-25%	-$152	﹤0.01%	766
2014 Q4	$648	Hold	24	–	–	﹤0.01%	537
2014 Q3	$575	Buy	+24	New	+$555	﹤0.01%	547
2014 Q1	–	Sell	-24	Closed	-$648	–	474
2013 Q4	$648	Buy	+24	New	+$393	﹤0.01%	537

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HTLD Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Heartland Express (HTLD) in Q1 2017, closing a stake of 18 shares — an estimated $366 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HTLD in Q4 2013 and held it in 11 quarters. The position peaked at $648 in Q4 2014. 157 funds tracked by Wall St. Rank hold HTLD as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Heartland Express position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 18 Heartland Express shares in Q1 2017, an estimated $366.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Heartland Express in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Heartland Express position peaked at $648 in Q4 2014.
157 funds tracked by Wall St. Rank held Heartland Express as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.