SFM
RATE

Systematic Financial Management’s Bankrate Inc RATE Stock Holding History

Systematic Financial Management’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-494,610
Closed -$6.36M – 686
2017
Q2 		$6.36M Sell
494,610
-64,385
-12% -$691K 0.12% 217
2017
Q1 		$5.39M Sell
558,995
-3,430
-0.6% -$37.1K 0.1% 241
2016
Q4 		$6.21M Buy
562,425
+382,320
+212% +$3.62M 0.1% 240
2016
Q3 		$1.53M Sell
180,105
-56,600
-24% -$450K 0.02% 503
2016
Q2 		$1.77M Buy
+236,705
New +$2.05M 0.02% 420

Other funds holding RATE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Systematic Financial Management's RATE Position: Q3 2017 in Review

Systematic Financial Management sold out of Bankrate Inc (RATE) in Q3 2017, closing a stake of 494,610 shares — an estimated $6.36M sold.

Systematic Financial Management first reported a position in RATE in Q2 2016 and held it in 5 quarters. The position peaked at $6.36M in Q2 2017. 117 funds tracked by Wall St. Rank hold RATE as of Q3 2017.

  • Systematic Financial Management reported no remaining Bankrate Inc position as of Q3 2017 after selling out during the quarter.
  • Systematic Financial Management sold 494,610 Bankrate Inc shares in Q3 2017, an estimated $6.36M.
  • Systematic Financial Management first reported a position in Bankrate Inc in Q2 2016 and held it in 5 quarters.
  • Systematic Financial Management's Bankrate Inc position peaked at $6.36M in Q2 2017.
  • 117 funds tracked by Wall St. Rank held Bankrate Inc as of Q3 2017.

Based on Systematic Financial Management's 13F filing for Q3 2017, filed 8 Nov 2017.