APP
TREE icon

Avantax Planning Partners’s LendingTree TREE Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-64
Closed -$21K – 1368
2018
Q1 		$21K Buy
+64
New +$23K ﹤0.01% 771

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avantax Planning Partners's TREE Position: Q2 2018 in Review

Avantax Planning Partners sold out of LendingTree (TREE) in Q2 2018, closing a stake of 64 shares — an estimated $21K sold.

Avantax Planning Partners first reported a position in TREE in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 242 funds tracked by Wall St. Rank hold TREE as of Q2 2018.

  • Avantax Planning Partners reported no remaining LendingTree position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 64 LendingTree shares in Q2 2018, an estimated $21K.
  • Avantax Planning Partners first reported a position in LendingTree in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's LendingTree position peaked at $21K in Q1 2018.
  • 242 funds tracked by Wall St. Rank held LendingTree as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.