WSTAM
HTLF

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

Other funds holding HTLF

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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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.