CIP
RATE

Convergence Investment Partners’s Bankrate Inc RATE Stock Holding History

Convergence Investment Partners’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-73,677
Closed -$711K – 435
2017
Q1 		$711K Sell
73,677
-94,992
-56% -$1.03M 0.1% 275
2016
Q4 		$1.86M Buy
+168,669
New +$1.6M 0.26% 144

Other funds holding RATE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Convergence Investment Partners's RATE Position: Q2 2017 in Review

Convergence Investment Partners sold out of Bankrate Inc (RATE) in Q2 2017, closing a stake of 73,677 shares — an estimated $711K sold.

Convergence Investment Partners first reported a position in RATE in Q4 2016 and held it in 2 quarters. The position peaked at $1.86M in Q4 2016. 122 funds tracked by Wall St. Rank hold RATE as of Q2 2017.

  • Convergence Investment Partners reported no remaining Bankrate Inc position as of Q2 2017 after selling out during the quarter.
  • Convergence Investment Partners sold 73,677 Bankrate Inc shares in Q2 2017, an estimated $711K.
  • Convergence Investment Partners first reported a position in Bankrate Inc in Q4 2016 and held it in 2 quarters.
  • Convergence Investment Partners's Bankrate Inc position peaked at $1.86M in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Bankrate Inc as of Q2 2017.

Based on Convergence Investment Partners's 13F filing for Q2 2017, filed 2 Aug 2017.