Alpine Partners USVI’s H&R Block HRB Stock Holding History

Alpine Partners USVI’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-6,900	Closed	-$200K	–	17
2013 Q4	$200K	Buy	+6,900	New	+$196K	0.95%	20

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HCM

Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

Alpine Partners USVI's HRB Position: Q1 2014 in Review

Alpine Partners USVI sold out of H&R Block (HRB) in Q1 2014, closing a stake of 6,900 shares — an estimated $200K sold.

Alpine Partners USVI first reported a position in HRB in Q4 2013 and held it in 1 quarter. The position peaked at $200K in Q4 2013. 394 funds tracked by Wall St. Rank hold HRB as of Q1 2014.

Alpine Partners USVI reported no remaining H&R Block position as of Q1 2014 after selling out during the quarter.
Alpine Partners USVI sold 6,900 H&R Block shares in Q1 2014, an estimated $200K.
Alpine Partners USVI first reported a position in H&R Block in Q4 2013 and held it in 1 quarter.
Alpine Partners USVI's H&R Block position peaked at $200K in Q4 2013.
394 funds tracked by Wall St. Rank held H&R Block as of Q1 2014.

Based on Alpine Partners USVI's 13F filing for Q1 2014, filed 15 May 2014.