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CapWealth Advisors’s LendingTree TREE Stock Holding History

CapWealth 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
2015
Q2 		– Sell
-16
Closed -$1K – 317
2015
Q1 		$1K Buy
+16
New +$763 ﹤0.01% 301
2014
Q4 		– Sell
-16
Closed -$1K – 254
2014
Q3 		$1K Hold
16
– – ﹤0.01% 351
2014
Q2 		$0 Hold
16
– – ﹤0.01% 386
2014
Q1 		$0 Hold
16
– – ﹤0.01% 377
2013
Q4 		$1K Hold
16
– – ﹤0.01% 355
2013
Q3 		$0 Hold
16
– – ﹤0.01% 463
2013
Q2 		$0 Buy
+16
New +$307 ﹤0.01% 443

Other funds holding TREE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
Timpani Capital Management Milwaukee, Wisconsin $209M AUM 62.15% 1-Year Est. Return

CapWealth Advisors's TREE Position: Q2 2015 in Review

CapWealth Advisors sold out of LendingTree (TREE) in Q2 2015, closing a stake of 16 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in TREE in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q1 2015. 122 funds tracked by Wall St. Rank hold TREE as of Q2 2015.

  • CapWealth Advisors reported no remaining LendingTree position as of Q2 2015 after selling out during the quarter.
  • CapWealth Advisors sold 16 LendingTree shares in Q2 2015, an estimated $1K.
  • CapWealth Advisors first reported a position in LendingTree in Q2 2013 and held it in 7 quarters.
  • CapWealth Advisors's LendingTree position peaked at $1K in Q1 2015.
  • 122 funds tracked by Wall St. Rank held LendingTree as of Q2 2015.

Based on CapWealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.