AWM
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AE Wealth Management’s LendingTree TREE Stock Holding History

AE Wealth Management’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-712
Closed -$250K – 1003
2019
Q1 		$250K Buy
+712
New +$215K 0.02% 523

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AE Wealth Management's TREE Position: Q2 2019 in Review

AE Wealth Management sold out of LendingTree (TREE) in Q2 2019, closing a stake of 712 shares — an estimated $250K sold.

AE Wealth Management first reported a position in TREE in Q1 2019 and held it in 1 quarter. The position peaked at $250K in Q1 2019. 267 funds tracked by Wall St. Rank hold TREE as of Q2 2019.

  • AE Wealth Management reported no remaining LendingTree position as of Q2 2019 after selling out during the quarter.
  • AE Wealth Management sold 712 LendingTree shares in Q2 2019, an estimated $250K.
  • AE Wealth Management first reported a position in LendingTree in Q1 2019 and held it in 1 quarter.
  • AE Wealth Management's LendingTree position peaked at $250K in Q1 2019.
  • 267 funds tracked by Wall St. Rank held LendingTree as of Q2 2019.

Based on AE Wealth Management's 13F filing for Q2 2019, filed 22 Jul 2019.