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D.A. Davidson & Co’s LendingTree TREE Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-373
Closed -$37K – 2493
2016
Q4 		$37K Sell
373
-9
-2% -$858 ﹤0.01% 1715
2016
Q3 		$37K Hold
382
– – ﹤0.01% 1649
2016
Q2 		$33K Buy
382
+124
+48% +$10.5K ﹤0.01% 1573
2016
Q1 		$25K Buy
+258
New +$20.2K ﹤0.01% 1645

Other funds holding TREE

BlackRock
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

D.A. Davidson & Co's TREE Position: Q1 2017 in Review

D.A. Davidson & Co sold out of LendingTree (TREE) in Q1 2017, closing a stake of 373 shares — an estimated $37K sold.

D.A. Davidson & Co first reported a position in TREE in Q1 2016 and held it in 4 quarters. The position peaked at $37K in Q4 2016. 178 funds tracked by Wall St. Rank hold TREE as of Q1 2017.

  • D.A. Davidson & Co reported no remaining LendingTree position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 373 LendingTree shares in Q1 2017, an estimated $37K.
  • D.A. Davidson & Co first reported a position in LendingTree in Q1 2016 and held it in 4 quarters.
  • D.A. Davidson & Co's LendingTree position peaked at $37K in Q4 2016.
  • 178 funds tracked by Wall St. Rank held LendingTree as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.