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B. Riley Wealth Advisors’s LendingTree TREE Stock Holding History

B. Riley Wealth Advisors’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
-1,196
Closed -$503K – 855
2019
Q2 		$503K Sell
1,196
-209
-15% -$80K 0.06% 374
2019
Q1 		$494K Sell
1,405
-100
-7% -$30.2K 0.06% 348
2018
Q4 		$331K Buy
+1,505
New +$342K 0.05% 408
2018
Q2 		– Sell
-988
Closed -$325K – 730
2018
Q1 		$325K Buy
988
+361
+58% +$130K 0.05% 428
2017
Q4 		$214K Buy
+627
New +$178K 0.03% 560

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
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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

B. Riley Wealth Advisors's TREE Position: Q3 2019 in Review

B. Riley Wealth Advisors sold out of LendingTree (TREE) in Q3 2019, closing a stake of 1,196 shares — an estimated $503K sold.

B. Riley Wealth Advisors first reported a position in TREE in Q4 2017 and held it in 5 quarters. The position peaked at $503K in Q2 2019. 229 funds tracked by Wall St. Rank hold TREE as of Q3 2019.

  • B. Riley Wealth Advisors reported no remaining LendingTree position as of Q3 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,196 LendingTree shares in Q3 2019, an estimated $503K.
  • B. Riley Wealth Advisors first reported a position in LendingTree in Q4 2017 and held it in 5 quarters.
  • B. Riley Wealth Advisors's LendingTree position peaked at $503K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held LendingTree as of Q3 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.