BKS Advisors’s LendingTree TREE Stock Holding History

BKS 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
2018 Q3	–	Sell	-2,500	Closed	-$535K	–	240
2018 Q2	$535K	Buy	+2,500	New	+$693K	0.19%	125

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

BKS Advisors's TREE Position: Q3 2018 in Review

BKS Advisors sold out of LendingTree (TREE) in Q3 2018, closing a stake of 2,500 shares — an estimated $535K sold.

BKS Advisors first reported a position in TREE in Q2 2018 and held it in 1 quarter. The position peaked at $535K in Q2 2018. 219 funds tracked by Wall St. Rank hold TREE as of Q3 2018.

BKS Advisors reported no remaining LendingTree position as of Q3 2018 after selling out during the quarter.
BKS Advisors sold 2,500 LendingTree shares in Q3 2018, an estimated $535K.
BKS Advisors first reported a position in LendingTree in Q2 2018 and held it in 1 quarter.
BKS Advisors's LendingTree position peaked at $535K in Q2 2018.
219 funds tracked by Wall St. Rank held LendingTree as of Q3 2018.

Based on BKS Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.