First Trust Advisors
RATE

First Trust Advisors’s Bankrate Inc RATE Stock Holding History

First Trust Advisors’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
2016
Q4 		– Sell
-82,292
Closed -$698K – 2559
2016
Q3 		$698K Buy
82,292
+45,735
+125% +$364K ﹤0.01% 1877
2016
Q2 		$273K Buy
+36,557
New +$317K ﹤0.01% 2117

Other funds holding RATE

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
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

First Trust Advisors's RATE Position: Q4 2016 in Review

First Trust Advisors sold out of Bankrate Inc (RATE) in Q4 2016, closing a stake of 82,292 shares — an estimated $698K sold.

First Trust Advisors first reported a position in RATE in Q2 2016 and held it in 2 quarters. The position peaked at $698K in Q3 2016. 134 funds tracked by Wall St. Rank hold RATE as of Q4 2016.

  • First Trust Advisors reported no remaining Bankrate Inc position as of Q4 2016 after selling out during the quarter.
  • First Trust Advisors sold 82,292 Bankrate Inc shares in Q4 2016, an estimated $698K.
  • First Trust Advisors first reported a position in Bankrate Inc in Q2 2016 and held it in 2 quarters.
  • First Trust Advisors's Bankrate Inc position peaked at $698K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held Bankrate Inc as of Q4 2016.

Based on First Trust Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.