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Diversified Trust’s LendingTree TREE Stock Holding History

Diversified Trust’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
Q1 		– Sell
-2,554
Closed -$228K – 409
2015
Q4 		$228K Sell
2,554
-665
-21% -$68.4K 0.02% 369
2015
Q3 		$299K Sell
3,219
-115
-3% -$11.6K 0.03% 335
2015
Q2 		$262K Buy
+3,334
New +$205K 0.02% 405

Other funds holding TREE

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

Diversified Trust's TREE Position: Q1 2016 in Review

Diversified Trust sold out of LendingTree (TREE) in Q1 2016, closing a stake of 2,554 shares — an estimated $228K sold.

Diversified Trust first reported a position in TREE in Q2 2015 and held it in 3 quarters. The position peaked at $299K in Q3 2015. 185 funds tracked by Wall St. Rank hold TREE as of Q1 2016.

  • Diversified Trust reported no remaining LendingTree position as of Q1 2016 after selling out during the quarter.
  • Diversified Trust sold 2,554 LendingTree shares in Q1 2016, an estimated $228K.
  • Diversified Trust first reported a position in LendingTree in Q2 2015 and held it in 3 quarters.
  • Diversified Trust's LendingTree position peaked at $299K in Q3 2015.
  • 185 funds tracked by Wall St. Rank held LendingTree as of Q1 2016.

Based on Diversified Trust's 13F filing for Q1 2016, filed 2 May 2016.