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ANRIA
American National Registered Investment Advisor’s
H&R Block
HRB
Stock Holding History
American National Registered Investment Advisor’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
Q1
–
Sell
-31,805
Closed
-$731K
–
250
2016
Q4
$731K
Hold
31,805
–
–
0.33%
99
2016
Q3
$736K
Sell
31,805
-300
-0.9%
-$7.02K
0.34%
97
2016
Q2
$738K
Buy
32,105
+7,525
+31%
+$167K
0.34%
99
2016
Q1
$649K
Hold
24,580
–
–
0.31%
113
2015
Q4
$819K
Hold
24,580
–
–
0.4%
83
2015
Q3
$890K
Hold
24,580
–
–
0.46%
65
2015
Q2
$729K
Hold
24,580
–
–
0.35%
105
2015
Q1
$788K
Sell
24,580
-870
-3%
-$29.1K
0.38%
96
2014
Q4
$857K
Sell
25,450
-5,345
-17%
-$171K
0.39%
88
2014
Q3
$955K
Hold
30,795
–
–
0.46%
69
2014
Q2
$1.03M
Hold
30,795
–
–
0.49%
67
2014
Q1
$930K
Sell
30,795
-200
-0.6%
-$6K
0.47%
66
2013
Q4
$900K
Sell
30,995
-140
-0.4%
-$3.98K
0.46%
66
2013
Q3
$830K
Sell
31,135
-800
-3%
-$23.3K
0.47%
70
2013
Q2
$886K
Buy
+31,935
New
+$911K
0.5%
64
Other funds holding HRB
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
TSW
Thompson Siegel & Walmsley
Richmond, Virginia
$5.66B AUM
6.69%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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