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Westside Investment Management’s Heartland Express HTLD Stock Holding History

Westside Investment Management’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
Q4 		– Sell
-314
Closed -$6.09K – 753
2018
Q3 		$6.09K Buy
314
+195
+164% +$3.87K ﹤0.01% 571
2018
Q2 		$2.24K Hold
119
– – ﹤0.01% 761
2018
Q1 		$2.15K Hold
119
– – ﹤0.01% 756
2017
Q4 		$2.82K Buy
119
+54
+83% +$1.22K ﹤0.01% 759
2017
Q3 		$1.54K Buy
+65
New +$1.42K ﹤0.01% 764

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ACH
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Westside Investment Management's HTLD Position: Q4 2018 in Review

Westside Investment Management sold out of Heartland Express (HTLD) in Q4 2018, closing a stake of 314 shares — an estimated $6.09K sold.

Westside Investment Management first reported a position in HTLD in Q3 2017 and held it in 5 quarters. The position peaked at $6.09K in Q3 2018. 157 funds tracked by Wall St. Rank hold HTLD as of Q4 2018.

  • Westside Investment Management reported no remaining Heartland Express position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 314 Heartland Express shares in Q4 2018, an estimated $6.09K.
  • Westside Investment Management first reported a position in Heartland Express in Q3 2017 and held it in 5 quarters.
  • Westside Investment Management's Heartland Express position peaked at $6.09K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Heartland Express as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.