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JNBA Financial Advisors’s LendingTree TREE Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-30
Closed -$7K – 718
2018
Q3 		$7K Buy
+30
New +$7.13K ﹤0.01% 407

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JNBA Financial Advisors's TREE Position: Q4 2018 in Review

JNBA Financial Advisors sold out of LendingTree (TREE) in Q4 2018, closing a stake of 30 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in TREE in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 215 funds tracked by Wall St. Rank hold TREE as of Q4 2018.

  • JNBA Financial Advisors reported no remaining LendingTree position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 30 LendingTree shares in Q4 2018, an estimated $7K.
  • JNBA Financial Advisors first reported a position in LendingTree in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's LendingTree position peaked at $7K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held LendingTree as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.