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IFG Advisory’s LendingTree TREE Stock Holding History

IFG Advisory’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
2018
Q3 		– Sell
-2,244
Closed -$479K – 390
2018
Q2 		$479K Buy
+2,244
New +$622K 0.1% 202
2018
Q1 		– Sell
-4,797
Closed -$1.63M – 349
2017
Q4 		$1.63M Buy
+4,797
New +$1.36M 0.37% 64

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

IFG Advisory's TREE Position: Q3 2018 in Review

IFG Advisory sold out of LendingTree (TREE) in Q3 2018, closing a stake of 2,244 shares — an estimated $479K sold.

IFG Advisory first reported a position in TREE in Q4 2017 and held it in 2 quarters. The position peaked at $1.63M in Q4 2017. 219 funds tracked by Wall St. Rank hold TREE as of Q3 2018.

  • IFG Advisory reported no remaining LendingTree position as of Q3 2018 after selling out during the quarter.
  • IFG Advisory sold 2,244 LendingTree shares in Q3 2018, an estimated $479K.
  • IFG Advisory first reported a position in LendingTree in Q4 2017 and held it in 2 quarters.
  • IFG Advisory's LendingTree position peaked at $1.63M in Q4 2017.
  • 219 funds tracked by Wall St. Rank held LendingTree as of Q3 2018.

Based on IFG Advisory's 13F filing for Q3 2018, filed 5 Nov 2018.