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Ameritas Investment Company’s H&R Block HRB Stock Holding History

Ameritas Investment Company’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
2019
Q1 		– Sell
-45
Closed -$1K – 1356
2018
Q4 		$1K Buy
+45
New +$1.2K ﹤0.01% 1431

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59.9B AUM 27.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Company's HRB Position: Q1 2019 in Review

Ameritas Investment Company sold out of H&R Block (HRB) in Q1 2019, closing a stake of 45 shares — an estimated $1K sold.

Ameritas Investment Company first reported a position in HRB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

  • Ameritas Investment Company reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 45 H&R Block shares in Q1 2019, an estimated $1K.
  • Ameritas Investment Company first reported a position in H&R Block in Q4 2018 and held it in 1 quarter.
  • Ameritas Investment Company's H&R Block position peaked at $1K in Q4 2018.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Ameritas Investment Company's 13F filing for Q1 2019, filed 16 May 2019.