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Invictus RG’s LendingTree TREE Stock Holding History

Invictus RG’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
2017
Q4 		– Sell
-427
Closed -$104K – 496
2017
Q3 		$104K Buy
+427
New +$92.2K 0.09% 287
2017
Q2 		– Sell
-1,425
Closed -$179K – 832
2017
Q1 		$179K Buy
+1,425
New +$162K 0.12% 342
2016
Q4 		– Sell
-1,115
Closed -$108K – 770
2016
Q3 		$108K Buy
+1,115
New +$111K 0.08% 405

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Invictus RG's TREE Position: Q4 2017 in Review

Invictus RG sold out of LendingTree (TREE) in Q4 2017, closing a stake of 427 shares — an estimated $104K sold.

Invictus RG first reported a position in TREE in Q3 2016 and held it in 3 quarters. The position peaked at $179K in Q1 2017. 239 funds tracked by Wall St. Rank hold TREE as of Q4 2017.

  • Invictus RG reported no remaining LendingTree position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 427 LendingTree shares in Q4 2017, an estimated $104K.
  • Invictus RG first reported a position in LendingTree in Q3 2016 and held it in 3 quarters.
  • Invictus RG's LendingTree position peaked at $179K in Q1 2017.
  • 239 funds tracked by Wall St. Rank held LendingTree as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.