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Arrow Investment Advisors’s H&R Block HRB Stock Holding History

Arrow Investment Advisors’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
Q4 		– Sell
-37,206
Closed -$985K – 77
2017
Q3 		$985K Buy
+37,206
New +$1.08M 0.3% 26
2016
Q2 		– Sell
-44,897
Closed -$1.19M – 77
2016
Q1 		$1.19M Buy
+44,897
New +$1.41M 0.26% 29

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Arrow Investment Advisors's HRB Position: Q4 2017 in Review

Arrow Investment Advisors sold out of H&R Block (HRB) in Q4 2017, closing a stake of 37,206 shares — an estimated $985K sold.

Arrow Investment Advisors first reported a position in HRB in Q1 2016 and held it in 2 quarters. The position peaked at $1.19M in Q1 2016. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

  • Arrow Investment Advisors reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
  • Arrow Investment Advisors sold 37,206 H&R Block shares in Q4 2017, an estimated $985K.
  • Arrow Investment Advisors first reported a position in H&R Block in Q1 2016 and held it in 2 quarters.
  • Arrow Investment Advisors's H&R Block position peaked at $1.19M in Q1 2016.
  • 450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on Arrow Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.