James Investment Research’s LendingTree TREE Stock Holding History

James Investment Research’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 Q1	–	Sell	-37,385	Closed	-$3.79M	–	701
2016 Q4	$3.79M	Buy	37,385 +8,290	+28%	+$790K	0.1%	178
2016 Q3	$2.82M	Buy	29,095 +3,980	+16%	+$396K	0.07%	186
2016 Q2	$2.22M	Buy	25,115 +1,340	+6%	+$113K	0.06%	200
2016 Q1	$2.33M	Buy	23,775 +9,260	+64%	+$723K	0.06%	181
2015 Q4	$1.3M	Buy	14,515 +6,690	+85%	+$688K	0.03%	208
2015 Q3	$728K	Buy	+7,825	New	+$792K	0.02%	228

Other funds holding TREE

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

JSP

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

James Investment Research's TREE Position: Q1 2017 in Review

James Investment Research sold out of LendingTree (TREE) in Q1 2017, closing a stake of 37,385 shares — an estimated $3.79M sold.

James Investment Research first reported a position in TREE in Q3 2015 and held it in 6 quarters. The position peaked at $3.79M in Q4 2016. 178 funds tracked by Wall St. Rank hold TREE as of Q1 2017.

James Investment Research reported no remaining LendingTree position as of Q1 2017 after selling out during the quarter.
James Investment Research sold 37,385 LendingTree shares in Q1 2017, an estimated $3.79M.
James Investment Research first reported a position in LendingTree in Q3 2015 and held it in 6 quarters.
James Investment Research's LendingTree position peaked at $3.79M in Q4 2016.
178 funds tracked by Wall St. Rank held LendingTree as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.