Financial Architects (New Jersey)’s LendingTree TREE Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-123	Closed	-$43K	–	1463
2019 Q1	$43K	Buy	123 +26	+27%	+$7.85K	0.01%	655
2018 Q4	$21K	Sell	97 -43	-31%	-$9.76K	﹤0.01%	794
2018 Q3	$32K	Buy	140 +19	+16%	+$4.52K	0.01%	789
2018 Q2	$26K	Buy	121 +53	+78%	+$14.7K	﹤0.01%	744
2018 Q1	$22K	Sell	68 -20	-23%	-$7.2K	﹤0.01%	866
2017 Q4	$30K	Hold	88	–	–	0.01%	853
2017 Q3	$22K	Buy	+88	New	+$19K	﹤0.01%	936

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Financial Architects (New Jersey)'s TREE Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of LendingTree (TREE) in Q2 2019, closing a stake of 123 shares — an estimated $43K sold.

Financial Architects (New Jersey) first reported a position in TREE in Q3 2017 and held it in 7 quarters. The position peaked at $43K in Q1 2019. 267 funds tracked by Wall St. Rank hold TREE as of Q2 2019.

Financial Architects (New Jersey) reported no remaining LendingTree position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 123 LendingTree shares in Q2 2019, an estimated $43K.
Financial Architects (New Jersey) first reported a position in LendingTree in Q3 2017 and held it in 7 quarters.
Financial Architects (New Jersey)'s LendingTree position peaked at $43K in Q1 2019.
267 funds tracked by Wall St. Rank held LendingTree as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.