CWM
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Cabot Wealth Management’s LendingTree TREE Stock Holding History

Cabot 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
2016
Q1 		– Sell
-38,820
Closed -$3.47M – 147
2015
Q4 		$3.47M Buy
+38,820
New +$3.99M 0.89% 49

Other funds holding TREE

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

Cabot Wealth Management's TREE Position: Q1 2016 in Review

Cabot Wealth Management sold out of LendingTree (TREE) in Q1 2016, closing a stake of 38,820 shares — an estimated $3.47M sold.

Cabot Wealth Management first reported a position in TREE in Q4 2015 and held it in 1 quarter. The position peaked at $3.47M in Q4 2015. 185 funds tracked by Wall St. Rank hold TREE as of Q1 2016.

  • Cabot Wealth Management reported no remaining LendingTree position as of Q1 2016 after selling out during the quarter.
  • Cabot Wealth Management sold 38,820 LendingTree shares in Q1 2016, an estimated $3.47M.
  • Cabot Wealth Management first reported a position in LendingTree in Q4 2015 and held it in 1 quarter.
  • Cabot Wealth Management's LendingTree position peaked at $3.47M in Q4 2015.
  • 185 funds tracked by Wall St. Rank held LendingTree as of Q1 2016.

Based on Cabot Wealth Management's 13F filing for Q1 2016, filed 9 May 2016.