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Private Advisory Group’s LendingTree TREE Stock Holding History

Private Advisory Group’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
Q1 		– Sell
-2,478
Closed -$844K – 133
2017
Q4 		$844K Buy
+2,478
New +$704K 0.45% 54

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
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Private Advisory Group's TREE Position: Q1 2018 in Review

Private Advisory Group sold out of LendingTree (TREE) in Q1 2018, closing a stake of 2,478 shares — an estimated $844K sold.

Private Advisory Group first reported a position in TREE in Q4 2017 and held it in 1 quarter. The position peaked at $844K in Q4 2017. 243 funds tracked by Wall St. Rank hold TREE as of Q1 2018.

  • Private Advisory Group reported no remaining LendingTree position as of Q1 2018 after selling out during the quarter.
  • Private Advisory Group sold 2,478 LendingTree shares in Q1 2018, an estimated $844K.
  • Private Advisory Group first reported a position in LendingTree in Q4 2017 and held it in 1 quarter.
  • Private Advisory Group's LendingTree position peaked at $844K in Q4 2017.
  • 243 funds tracked by Wall St. Rank held LendingTree as of Q1 2018.

Based on Private Advisory Group's 13F filing for Q1 2018, filed 1 May 2018.