CCA
HRB icon

Checchi Capital Advisers’s H&R Block HRB Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-2,736
Closed -$63K – 766
2016
Q2 		$63K Buy
2,736
+199
+8% +$4.42K 0.01% 749
2016
Q1 		$67K Buy
+2,537
New +$79.7K 0.01% 734

Other funds holding HRB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Checchi Capital Advisers's HRB Position: Q3 2016 in Review

Checchi Capital Advisers sold out of H&R Block (HRB) in Q3 2016, closing a stake of 2,736 shares — an estimated $63K sold.

Checchi Capital Advisers first reported a position in HRB in Q1 2016 and held it in 2 quarters. The position peaked at $67K in Q1 2016. 403 funds tracked by Wall St. Rank hold HRB as of Q3 2016.

  • Checchi Capital Advisers reported no remaining H&R Block position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,736 H&R Block shares in Q3 2016, an estimated $63K.
  • Checchi Capital Advisers first reported a position in H&R Block in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's H&R Block position peaked at $67K in Q1 2016.
  • 403 funds tracked by Wall St. Rank held H&R Block as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.