IHT Wealth Management’s LendingTree TREE Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-183	Closed	-$59K	–	1278
2018 Q1	$59K	Hold	183	–	–	0.02%	631
2017 Q4	$65K	Hold	183	–	–	0.02%	618
2017 Q3	$47K	Hold	183	–	–	0.02%	540
2017 Q2	$2	Hold	183	–	–	﹤0.01%	1247
2017 Q1	$22K	Buy	+183	New	+$20.9K	0.01%	638

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

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

JSP

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

NAMA

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

IHT Wealth Management's TREE Position: Q2 2018 in Review

IHT Wealth Management sold out of LendingTree (TREE) in Q2 2018, closing a stake of 183 shares — an estimated $59K sold.

IHT Wealth Management first reported a position in TREE in Q1 2017 and held it in 5 quarters. The position peaked at $65K in Q4 2017. 242 funds tracked by Wall St. Rank hold TREE as of Q2 2018.

IHT Wealth Management reported no remaining LendingTree position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 183 LendingTree shares in Q2 2018, an estimated $59K.
IHT Wealth Management first reported a position in LendingTree in Q1 2017 and held it in 5 quarters.
IHT Wealth Management's LendingTree position peaked at $65K in Q4 2017.
242 funds tracked by Wall St. Rank held LendingTree as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.