Wealthfront’s LendingTree TREE Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-1	Closed	–	–	987
2015 Q3	$0	Hold	1	–	–	﹤0.01%	1431
2015 Q2	$0	Hold	1	–	–	﹤0.01%	1384
2015 Q1	$0	Hold	1	–	–	﹤0.01%	1251
2014 Q4	$0	Buy	+1	New	+$41	﹤0.01%	982

Other funds holding TREE

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

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

BFA

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthfront's TREE Position: Q4 2015 in Review

Wealthfront sold out of LendingTree (TREE) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in TREE in Q4 2014 and held it in 4 quarters. The position peaked at $0 in Q3 2015. 191 funds tracked by Wall St. Rank hold TREE as of Q4 2015.

Wealthfront reported no remaining LendingTree position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 1 LendingTree share in Q4 2015.
Wealthfront first reported a position in LendingTree in Q4 2014 and held it in 4 quarters.
Wealthfront's LendingTree position peaked at $0 in Q3 2015.
191 funds tracked by Wall St. Rank held LendingTree as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.