Wilbanks Smith & Thomas Asset Management
HTLF icon

Wilbanks Smith & Thomas Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-38
Closed -$2K – 1358
2018
Q3 		$2K Buy
+38
New +$2.26K ﹤0.01% 1450

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Northern Trust
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HTLF Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2018, closing a stake of 38 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HTLF in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 137 funds tracked by Wall St. Rank hold HTLF as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 38 Heartland Financial USA, Inc. shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Heartland Financial USA, Inc. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Heartland Financial USA, Inc. position peaked at $2K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.