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HighPoint Advisor Group’s LendingTree TREE Stock Holding History

HighPoint Advisor Group’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
-5,118
Closed -$364K – 241
2015
Q4 		$364K Buy
5,118
+2,876
+128% +$296K 0.24% 126
2015
Q3 		$209K Buy
+2,242
New +$227K 0.23% 129

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

HighPoint Advisor Group's TREE Position: Q1 2016 in Review

HighPoint Advisor Group sold out of LendingTree (TREE) in Q1 2016, closing a stake of 5,118 shares — an estimated $364K sold.

HighPoint Advisor Group first reported a position in TREE in Q3 2015 and held it in 2 quarters. The position peaked at $364K in Q4 2015. 185 funds tracked by Wall St. Rank hold TREE as of Q1 2016.

  • HighPoint Advisor Group reported no remaining LendingTree position as of Q1 2016 after selling out during the quarter.
  • HighPoint Advisor Group sold 5,118 LendingTree shares in Q1 2016, an estimated $364K.
  • HighPoint Advisor Group first reported a position in LendingTree in Q3 2015 and held it in 2 quarters.
  • HighPoint Advisor Group's LendingTree position peaked at $364K in Q4 2015.
  • 185 funds tracked by Wall St. Rank held LendingTree as of Q1 2016.

Based on HighPoint Advisor Group's 13F filing for Q1 2016, filed 26 Apr 2016.