CIAS
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Capital Investment Advisory Services’s LendingTree TREE Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-10
Closed -$3K – 1193
2019
Q3 		$3K Hold
10
– – ﹤0.01% 1236
2019
Q2 		$4K Hold
10
– – ﹤0.01% 1192
2019
Q1 		$4K Hold
10
– – ﹤0.01% 1020
2018
Q4 		$2K Buy
+10
New +$2.27K ﹤0.01% 1085

Other funds holding TREE

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

Capital Investment Advisory Services's TREE Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of LendingTree (TREE) in Q4 2019, closing a stake of 10 shares — an estimated $3K sold.

Capital Investment Advisory Services first reported a position in TREE in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 235 funds tracked by Wall St. Rank hold TREE as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining LendingTree position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 10 LendingTree shares in Q4 2019, an estimated $3K.
  • Capital Investment Advisory Services first reported a position in LendingTree in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's LendingTree position peaked at $4K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held LendingTree as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.