American National Registered Investment Advisor’s H&R Block HRB Stock Holding History

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