EGM
RATE

Espalier Global Management’s Bankrate Inc RATE Stock Holding History

Espalier Global Management’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
2013
Q4 		– Sell
-75,000
Closed -$1.54M – 133
2013
Q3 		$1.54M Buy
+75,000
New +$1.29M 0.16% 79

Other funds holding RATE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PPCP
Pivot Point Capital Partners San Francisco, California $6.16M AUM 30.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Espalier Global Management's RATE Position: Q4 2013 in Review

Espalier Global Management sold out of Bankrate Inc (RATE) in Q4 2013, closing a stake of 75,000 shares — an estimated $1.54M sold.

Espalier Global Management first reported a position in RATE in Q3 2013 and held it in 1 quarter. The position peaked at $1.54M in Q3 2013. 88 funds tracked by Wall St. Rank hold RATE as of Q4 2013.

  • Espalier Global Management reported no remaining Bankrate Inc position as of Q4 2013 after selling out during the quarter.
  • Espalier Global Management sold 75,000 Bankrate Inc shares in Q4 2013, an estimated $1.54M.
  • Espalier Global Management first reported a position in Bankrate Inc in Q3 2013 and held it in 1 quarter.
  • Espalier Global Management's Bankrate Inc position peaked at $1.54M in Q3 2013.
  • 88 funds tracked by Wall St. Rank held Bankrate Inc as of Q4 2013.

Based on Espalier Global Management's 13F filing for Q4 2013, filed 14 Feb 2014.