ZIM
RATE

Zacks Investment Management’s Bankrate Inc RATE Stock Holding History

Zacks Investment 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
2016
Q4 		– Sell
-14,172
Closed -$120K – 796
2016
Q3 		$120K Hold
14,172
– – ﹤0.01% 633
2016
Q2 		$106K Sell
14,172
-10,345
-42% -$89.6K ﹤0.01% 608
2016
Q1 		$225K Buy
+24,517
New +$256K 0.01% 538

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $29.3B AUM 38.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Zacks Investment Management's RATE Position: Q4 2016 in Review

Zacks Investment Management sold out of Bankrate Inc (RATE) in Q4 2016, closing a stake of 14,172 shares — an estimated $120K sold.

Zacks Investment Management first reported a position in RATE in Q1 2016 and held it in 3 quarters. The position peaked at $225K in Q1 2016. 134 funds tracked by Wall St. Rank hold RATE as of Q4 2016.

  • Zacks Investment Management reported no remaining Bankrate Inc position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 14,172 Bankrate Inc shares in Q4 2016, an estimated $120K.
  • Zacks Investment Management first reported a position in Bankrate Inc in Q1 2016 and held it in 3 quarters.
  • Zacks Investment Management's Bankrate Inc position peaked at $225K in Q1 2016.
  • 134 funds tracked by Wall St. Rank held Bankrate Inc as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.