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Chartwell Investment Partners’s LendingTree TREE Stock Holding History

Chartwell Investment Partners’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
Q4 		– Sell
-88,710
Closed -$8.6M – 439
2016
Q3 		$8.6M Buy
+88,710
New +$8.83M 0.15% 195

Other funds holding TREE

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chartwell Investment Partners's TREE Position: Q4 2016 in Review

Chartwell Investment Partners sold out of LendingTree (TREE) in Q4 2016, closing a stake of 88,710 shares — an estimated $8.6M sold.

Chartwell Investment Partners first reported a position in TREE in Q3 2016 and held it in 1 quarter. The position peaked at $8.6M in Q3 2016. 180 funds tracked by Wall St. Rank hold TREE as of Q4 2016.

  • Chartwell Investment Partners reported no remaining LendingTree position as of Q4 2016 after selling out during the quarter.
  • Chartwell Investment Partners sold 88,710 LendingTree shares in Q4 2016, an estimated $8.6M.
  • Chartwell Investment Partners first reported a position in LendingTree in Q3 2016 and held it in 1 quarter.
  • Chartwell Investment Partners's LendingTree position peaked at $8.6M in Q3 2016.
  • 180 funds tracked by Wall St. Rank held LendingTree as of Q4 2016.

Based on Chartwell Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.