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Wealthspire Advisors (Maryland)’s Heartland Express HTLD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-153
Closed -$3K – 1145
2019
Q1 		$3K Hold
153
– – ﹤0.01% 2006
2018
Q4 		$3K Buy
153
+21
+16% +$400 ﹤0.01% 1947
2018
Q3 		$3K Buy
132
+31
+31% +$615 ﹤0.01% 2034
2018
Q2 		$2K Buy
101
+15
+17% +$277 ﹤0.01% 2160
2018
Q1 		$2K Sell
86
-10
-10% -$211 ﹤0.01% 2175
2017
Q4 		$2K Buy
96
+86
+860% +$1.94K ﹤0.01% 2129
2017
Q3 		$0 Buy
+10
New +$218 ﹤0.01% 2339

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ACH
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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HTLD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Heartland Express (HTLD) in Q2 2019, closing a stake of 153 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in HTLD in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 158 funds tracked by Wall St. Rank hold HTLD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Heartland Express position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 153 Heartland Express shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Heartland Express in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Heartland Express position peaked at $3K in Q1 2019.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.