WEC
HTLF

Winslow Evans & Crocker’s Heartland Financial USA, Inc. HTLF Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-28
Closed -$2K – 1364
2019
Q1 		$2K Buy
+28
New +$1.3K ﹤0.01% 1281

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's HTLF Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2019, closing a stake of 28 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in HTLF in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 147 funds tracked by Wall St. Rank hold HTLF as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Heartland Financial USA, Inc. position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 28 Heartland Financial USA, Inc. shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Heartland Financial USA, Inc. in Q1 2019 and held it in 1 quarter.
  • Winslow Evans & Crocker's Heartland Financial USA, Inc. position peaked at $2K in Q1 2019.
  • 147 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.