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Baltimore-Washington Financial Advisors’s H&R Block HRB Stock Holding History

Baltimore-Washington Financial 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
2013
Q3 		– Sell
-8
Closed – – 212
2013
Q2 		$0 Buy
+8
New +$228 ﹤0.01% 178

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Baltimore-Washington Financial Advisors's HRB Position: Q3 2013 in Review

Baltimore-Washington Financial Advisors sold out of H&R Block (HRB) in Q3 2013, closing a stake of 8 shares.

Baltimore-Washington Financial Advisors first reported a position in HRB in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 384 funds tracked by Wall St. Rank hold HRB as of Q3 2013.

  • Baltimore-Washington Financial Advisors reported no remaining H&R Block position as of Q3 2013 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 8 H&R Block shares in Q3 2013.
  • Baltimore-Washington Financial Advisors first reported a position in H&R Block in Q2 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's H&R Block position peaked at $0 in Q2 2013.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q3 2013.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2013, filed 9 Oct 2013.