UMB Bank’s LendingTree TREE Stock Holding History

UMB Bank’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 Q2	–	Sell	-4,000	Closed	-$501K	–	339
2017 Q1	$501K	Sell	4,000 -500	-11%	-$57K	0.02%	239
2016 Q4	$456K	Hold	4,500	–	–	0.02%	243
2016 Q3	$436K	Hold	4,500	–	–	0.02%	251
2016 Q2	$397K	Hold	4,500	–	–	0.02%	255
2016 Q1	$440K	Buy	+4,500	New	+$352K	0.02%	245

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

EMFAT

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

UMB Bank's TREE Position: Q2 2017 in Review

UMB Bank sold out of LendingTree (TREE) in Q2 2017, closing a stake of 4,000 shares — an estimated $501K sold.

UMB Bank first reported a position in TREE in Q1 2016 and held it in 5 quarters. The position peaked at $501K in Q1 2017. 196 funds tracked by Wall St. Rank hold TREE as of Q2 2017.

UMB Bank reported no remaining LendingTree position as of Q2 2017 after selling out during the quarter.
UMB Bank sold 4,000 LendingTree shares in Q2 2017, an estimated $501K.
UMB Bank first reported a position in LendingTree in Q1 2016 and held it in 5 quarters.
UMB Bank's LendingTree position peaked at $501K in Q1 2017.
196 funds tracked by Wall St. Rank held LendingTree as of Q2 2017.

Based on UMB Bank's 13F filing for Q2 2017, filed 2 Aug 2017.