Economic predictions are based on estimates and are subject to change.
The statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. The specific securities discussed above, which are intended to illustrate the advisor’s investment style, do not represent all of the securities purchased, sold, or recommended by the advisor for client accounts, and the reader should not assume that an investment in these securities was or would be profitable in the future. Certain security valuations and forward estimates are based on Heartland Advisors’ calculations. Any forecasts may not prove to be true.
As of 6/30/2016, Heartland Advisors on behalf of its clients held approximately 0.01% and 0.06% of the total shares outstanding of Wal-Mart Stores Inc. and Baker Hughes Incorporated, respectively. Dollar General, Roundy's, Amazon, and Halliburton were unowned.
Portfolio holdings are subject to change without notice. Current and future portfolio holdings are subject to risk.
ALPS Distributors, Inc., is not affiliated with Heartland Advisors.