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WhitTier Trust Company’s Heartland Express HTLD Stock Holding History

WhitTier Trust Company’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
Q1 		– Sell
-135
Closed -$3K – 1023
2017
Q4 		$3K Hold
135
– – ﹤0.01% 926
2017
Q3 		$3K Hold
135
– – ﹤0.01% 922
2017
Q2 		$3K Hold
135
– – ﹤0.01% 862
2017
Q1 		$3K Hold
135
– – ﹤0.01% 886
2016
Q4 		$3K Buy
+135
New +$2.71K ﹤0.01% 906

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Dimensional Fund Advisors
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Aberdeen Group
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Balyasny Asset Management
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State Street
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GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

WhitTier Trust Company's HTLD Position: Q1 2018 in Review

WhitTier Trust Company sold out of Heartland Express (HTLD) in Q1 2018, closing a stake of 135 shares — an estimated $3K sold.

WhitTier Trust Company first reported a position in HTLD in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 163 funds tracked by Wall St. Rank hold HTLD as of Q1 2018.

  • WhitTier Trust Company reported no remaining Heartland Express position as of Q1 2018 after selling out during the quarter.
  • WhitTier Trust Company sold 135 Heartland Express shares in Q1 2018, an estimated $3K.
  • WhitTier Trust Company first reported a position in Heartland Express in Q4 2016 and held it in 5 quarters.
  • WhitTier Trust Company's Heartland Express position peaked at $3K in Q4 2017.
  • 163 funds tracked by Wall St. Rank held Heartland Express as of Q1 2018.

Based on WhitTier Trust Company's 13F filing for Q1 2018, filed 1 May 2018.