Wellington Management Group
RATE

Wellington Management Group’s Bankrate Inc RATE Stock Holding History

Wellington Management Group’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
2016
Q3 		– Sell
-79,300
Closed -$593K – 2289
2016
Q2 		$593K Buy
+79,300
New +$687K ﹤0.01% 1889
2015
Q1 		– Sell
-4,940,338
Closed -$61.4M – 2284
2014
Q4 		$61.4M Buy
4,940,338
+350,624
+8% +$3.97M 0.02% 667
2014
Q3 		$52.1M Sell
4,589,714
-5,342,942
-54% -$80.9M 0.01% 708
2014
Q2 		$174M Sell
9,932,656
-3,387,545
-25% -$55.5M 0.05% 402
2014
Q1 		$226M Buy
13,320,201
+1,750,466
+15% +$30.7M 0.06% 323
2013
Q4 		$208M Buy
11,569,735
+5,911,773
+104% +$114M 0.06% 330
2013
Q3 		$116M Buy
+5,657,962
New +$97M 0.04% 448

Other funds holding RATE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Wellington Management Group's RATE Position: Q3 2016 in Review

Wellington Management Group sold out of Bankrate Inc (RATE) in Q3 2016, closing a stake of 79,300 shares — an estimated $593K sold.

Wellington Management Group first reported a position in RATE in Q3 2013 and held it in 7 quarters. The position peaked at $226M in Q1 2014. 140 funds tracked by Wall St. Rank hold RATE as of Q3 2016.

  • Wellington Management Group reported no remaining Bankrate Inc position as of Q3 2016 after selling out during the quarter.
  • Wellington Management Group sold 79,300 Bankrate Inc shares in Q3 2016, an estimated $593K.
  • Wellington Management Group first reported a position in Bankrate Inc in Q3 2013 and held it in 7 quarters.
  • Wellington Management Group's Bankrate Inc position peaked at $226M in Q1 2014.
  • 140 funds tracked by Wall St. Rank held Bankrate Inc as of Q3 2016.

Based on Wellington Management Group's 13F filing for Q3 2016, filed 14 Nov 2016.