Fusion Family Wealth’s LendingTree TREE Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-10	Closed	-$2K	–	236
2018 Q4	$2K	Hold	10	–	–	﹤0.01%	226
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	240
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	260
2018 Q1	$3K	Hold	10	–	–	﹤0.01%	236
2017 Q4	$3K	Buy	+10	New	+$2.84K	﹤0.01%	250
2017 Q3	–	Sell	-10	Closed	-$2K	–	290
2017 Q2	$2K	Hold	10	–	–	﹤0.01%	252
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	297
2016 Q4	$1K	Buy	+10	New	+$953	﹤0.01%	369

Other funds holding TREE

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

JSP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fusion Family Wealth's TREE Position: Q1 2019 in Review

Fusion Family Wealth sold out of LendingTree (TREE) in Q1 2019, closing a stake of 10 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in TREE in Q4 2016 and held it in 8 quarters. The position peaked at $3K in Q1 2018. 233 funds tracked by Wall St. Rank hold TREE as of Q1 2019.

Fusion Family Wealth reported no remaining LendingTree position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 10 LendingTree shares in Q1 2019, an estimated $2K.
Fusion Family Wealth first reported a position in LendingTree in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's LendingTree position peaked at $3K in Q1 2018.
233 funds tracked by Wall St. Rank held LendingTree as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.