YorkBridge Wealth Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-57	Closed	-$3K	–	851
2018 Q2	$3K	Hold	57	–	–	﹤0.01%	755
2018 Q1	$3K	Hold	57	–	–	﹤0.01%	746
2017 Q4	$3K	Buy	57 +21	+58%	+$1.06K	﹤0.01%	774
2017 Q3	$2K	Buy	36 +7	+24%	+$320	﹤0.01%	805
2017 Q2	$1K	Hold	29	–	–	﹤0.01%	857
2017 Q1	$1K	Buy	+29	New	+$1.4K	﹤0.01%	846

Other funds holding HTLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YorkBridge Wealth Partners's HTLF Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Heartland Financial USA, Inc. (HTLF) in Q3 2018, closing a stake of 57 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in HTLF in Q1 2017 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 140 funds tracked by Wall St. Rank hold HTLF as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Heartland Financial USA, Inc. position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 57 Heartland Financial USA, Inc. shares in Q3 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Heartland Financial USA, Inc. in Q1 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's Heartland Financial USA, Inc. position peaked at $3K in Q2 2018.
140 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.