Alpha Omega Wealth Management’s LendingTree TREE Stock Holding History

Alpha Omega 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 Q3	–	Sell	-30	Closed	-$13K	–	516
2019 Q2	$13K	Hold	30	–	–	0.01%	416
2019 Q1	$11K	Hold	30	–	–	﹤0.01%	418
2018 Q4	$7K	Hold	30	–	–	﹤0.01%	396
2018 Q3	$7K	Hold	30	–	–	﹤0.01%	407
2018 Q2	$6K	Hold	30	–	–	﹤0.01%	423
2018 Q1	$10K	Hold	30	–	–	0.01%	347
2017 Q4	$10K	Hold	30	–	–	﹤0.01%	344
2017 Q3	$7K	Hold	30	–	–	﹤0.01%	376
2017 Q2	$5K	Buy	+30	New	+$4.51K	﹤0.01%	390

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Alpha Omega Wealth Management's TREE Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of LendingTree (TREE) in Q3 2019, closing a stake of 30 shares — an estimated $13K sold.

Alpha Omega Wealth Management first reported a position in TREE in Q2 2017 and held it in 9 quarters. The position peaked at $13K in Q2 2019. 229 funds tracked by Wall St. Rank hold TREE as of Q3 2019.

Alpha Omega Wealth Management reported no remaining LendingTree position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 30 LendingTree shares in Q3 2019, an estimated $13K.
Alpha Omega Wealth Management first reported a position in LendingTree in Q2 2017 and held it in 9 quarters.
Alpha Omega Wealth Management's LendingTree position peaked at $13K in Q2 2019.
229 funds tracked by Wall St. Rank held LendingTree as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.