BRWM
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B. Riley Wealth Management’s LendingTree TREE Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-50
Closed -$3K – 692
2015
Q2 		$3K Buy
+50
New +$3.08K ﹤0.01% 938

Other funds holding TREE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's TREE Position: Q3 2015 in Review

B. Riley Wealth Management sold out of LendingTree (TREE) in Q3 2015, closing a stake of 50 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in TREE in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 166 funds tracked by Wall St. Rank hold TREE as of Q3 2015.

  • B. Riley Wealth Management reported no remaining LendingTree position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 50 LendingTree shares in Q3 2015, an estimated $3K.
  • B. Riley Wealth Management first reported a position in LendingTree in Q2 2015 and held it in 1 quarter.
  • B. Riley Wealth Management's LendingTree position peaked at $3K in Q2 2015.
  • 166 funds tracked by Wall St. Rank held LendingTree as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.