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Americafirst Capital Management’s H&R Block HRB Stock Holding History

Americafirst Capital Management’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
2017
Q3 		$358K Sell
13,524
-3,097
-19% -$90K 0.48% 87
2017
Q2 		$514K Buy
+16,621
New +$436K 0.65% 54

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Americafirst Capital Management's HRB Position: Q3 2017 in Review

Americafirst Capital Management reduced its H&R Block (HRB) stake by 19% in Q3 2017, selling an estimated $90K and leaving 13,524 shares worth $358K. The position accounts for 0.48% of the portfolio, ranked #87.

Americafirst Capital Management first reported a position in HRB in Q2 2017 and has held it in 2 quarters since. The position peaked at $514K in Q2 2017. 425 funds tracked by Wall St. Rank hold HRB as of Q3 2017.

  • Americafirst Capital Management held 13,524 shares of H&R Block worth $358K as of Q3 2017.
  • Americafirst Capital Management sold 3,097 H&R Block shares in Q3 2017, an estimated $90K.
  • H&R Block made up 0.48% of Americafirst Capital Management's portfolio in Q3 2017, its #87 holding.
  • Americafirst Capital Management first reported a position in H&R Block in Q2 2017 and has held it in 2 quarters since.
  • Americafirst Capital Management's H&R Block position peaked at $514K in Q2 2017.
  • 425 funds tracked by Wall St. Rank held H&R Block as of Q3 2017.

Based on Americafirst Capital Management's 13F filing for Q3 2017, filed 16 Nov 2017.