MSI Financial Services’s LendingTree TREE Stock Holding History

MSI Financial Services’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
2016 Q4	$0	Buy	+1	New	+$95	﹤0.01%	4009
2016 Q3	–	Sell	-13	Closed	-$1K	–	4026
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	3769
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	3800
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	3691
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	3014
2015 Q2	$1K	Hold	13	–	–	﹤0.01%	2957
2015 Q1	$1K	Hold	13	–	–	﹤0.01%	2903
2014 Q4	$1K	Buy	+13	New	+$538	﹤0.01%	2544

Other funds holding TREE

JSP

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

MSI Financial Services's TREE Position: Q4 2016 in Review

MSI Financial Services opened a new position in LendingTree (TREE) in Q4 2016: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #4009 among its holdings. This is a return to the name: MSI Financial Services previously reported a position in TREE as recently as Q2 2016.

MSI Financial Services first reported a position in TREE in Q4 2014 and has held it in 8 quarters since. The position peaked at $1K in Q2 2016. 180 funds tracked by Wall St. Rank hold TREE as of Q4 2016.

MSI Financial Services held 1 share of LendingTree worth $0 as of Q4 2016.
LendingTree was a new MSI Financial Services position in Q4 2016.
LendingTree made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #4009 holding.
MSI Financial Services first reported a position in LendingTree in Q4 2014 and has held it in 8 quarters since.
MSI Financial Services's LendingTree position peaked at $1K in Q2 2016.
180 funds tracked by Wall St. Rank held LendingTree as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.