WA
HTLF

WFG Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

WFG Advisors’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$4K – 1690
2015
Q3 		$4K Sell
100
-85
-46% -$3.13K ﹤0.01% 1318
2015
Q2 		$7K Buy
185
+135
+270% +$4.7K ﹤0.01% 1285
2015
Q1 		$2K Buy
+50
New +$1.48K ﹤0.01% 1575

Other funds holding HTLF

DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WFG Advisors's HTLF Position: Q4 2015 in Review

WFG Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

WFG Advisors first reported a position in HTLF in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q2 2015. 105 funds tracked by Wall St. Rank hold HTLF as of Q4 2015.

  • WFG Advisors reported no remaining Heartland Financial USA, Inc. position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 100 Heartland Financial USA, Inc. shares in Q4 2015, an estimated $4K.
  • WFG Advisors first reported a position in Heartland Financial USA, Inc. in Q1 2015 and held it in 3 quarters.
  • WFG Advisors's Heartland Financial USA, Inc. position peaked at $7K in Q2 2015.
  • 105 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.