Capstone Asset Management’s LendingTree TREE Stock Holding History

Capstone Asset 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
2017 Q2	$704K	Sell	4,089 -98	-2%	-$14.8K	0.02%	721
2017 Q1	$525K	Sell	4,187 -220	-5%	-$25.1K	0.01%	883
2016 Q4	$447K	Sell	4,407 -213	-5%	-$20.3K	0.01%	1014
2016 Q3	$448K	Sell	4,620 -140	-3%	-$13.9K	0.01%	1039
2016 Q2	$420K	Buy	4,760 +830	+21%	+$70.3K	0.01%	1054
2016 Q1	$384K	Sell	3,930 -70	-2%	-$5.47K	0.01%	1096
2015 Q4	$357K	Sell	4,000 -290	-7%	-$29.8K	0.01%	1145
2015 Q3	$399K	Buy	+4,290	New	+$434K	0.01%	1061

Other funds holding TREE

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Asset Management's TREE Position: Q2 2017 in Review

Capstone Asset Management reduced its LendingTree (TREE) stake by 2.3% in Q2 2017, selling an estimated $14.8K and leaving 4,089 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #721.

Capstone Asset Management first reported a position in TREE in Q3 2015 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold TREE as of Q2 2017.

Capstone Asset Management held 4,089 shares of LendingTree worth $704K as of Q2 2017.
Capstone Asset Management sold 98 LendingTree shares in Q2 2017, an estimated $14.8K.
LendingTree made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #721 holding.
Capstone Asset Management first reported a position in LendingTree in Q3 2015 and has held it in 8 quarters since.
196 funds tracked by Wall St. Rank held LendingTree as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.