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Boyd Watterson Asset Management’s H&R Block HRB Stock Holding History

Boyd Watterson Asset Management’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
-15,000
Closed -$416K – 170
2013
Q2 		$416K Buy
+15,000
New +$428K 0.21% 109

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

Boyd Watterson Asset Management's HRB Position: Q3 2013 in Review

Boyd Watterson Asset Management sold out of H&R Block (HRB) in Q3 2013, closing a stake of 15,000 shares — an estimated $416K sold.

Boyd Watterson Asset Management first reported a position in HRB in Q2 2013 and held it in 1 quarter. The position peaked at $416K in Q2 2013. 384 funds tracked by Wall St. Rank hold HRB as of Q3 2013.

  • Boyd Watterson Asset Management reported no remaining H&R Block position as of Q3 2013 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 15,000 H&R Block shares in Q3 2013, an estimated $416K.
  • Boyd Watterson Asset Management first reported a position in H&R Block in Q2 2013 and held it in 1 quarter.
  • Boyd Watterson Asset Management's H&R Block position peaked at $416K in Q2 2013.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q3 2013.

Based on Boyd Watterson Asset Management's 13F filing for Q3 2013, filed 16 Oct 2013.