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Bellwether Investment Group’s LendingTree TREE Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-135
Closed -$17K – 564
2017
Q1 		$17K Sell
135
-3
-2% -$342 0.04% 360
2016
Q4 		$14K Buy
+138
New +$13.2K 0.01% 558

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Investment Group's TREE Position: Q2 2017 in Review

Bellwether Investment Group sold out of LendingTree (TREE) in Q2 2017, closing a stake of 135 shares — an estimated $17K sold.

Bellwether Investment Group first reported a position in TREE in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2017. 196 funds tracked by Wall St. Rank hold TREE as of Q2 2017.

  • Bellwether Investment Group reported no remaining LendingTree position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 135 LendingTree shares in Q2 2017, an estimated $17K.
  • Bellwether Investment Group first reported a position in LendingTree in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's LendingTree position peaked at $17K in Q1 2017.
  • 196 funds tracked by Wall St. Rank held LendingTree as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.