Cypress Capital Group’s H&R Block HRB Stock Holding History

Cypress Capital Group’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
2015 Q2	–	Sell	-12,670	Closed	-$406K	–	203
2015 Q1	$406K	Buy	12,670 +858	+7%	+$28.7K	0.09%	159
2014 Q4	$398K	Buy	11,812 +692	+6%	+$22.2K	0.09%	155
2014 Q3	$345K	Buy	+11,120	New	+$363K	0.08%	158
2014 Q1	–	Sell	-13,671	Closed	-$397K	–	216
2013 Q4	$397K	Buy	+13,671	New	+$388K	0.1%	139

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cypress Capital Group's HRB Position: Q2 2015 in Review

Cypress Capital Group sold out of H&R Block (HRB) in Q2 2015, closing a stake of 12,670 shares — an estimated $406K sold.

Cypress Capital Group first reported a position in HRB in Q4 2013 and held it in 4 quarters. The position peaked at $406K in Q1 2015. 444 funds tracked by Wall St. Rank hold HRB as of Q2 2015.

Cypress Capital Group reported no remaining H&R Block position as of Q2 2015 after selling out during the quarter.
Cypress Capital Group sold 12,670 H&R Block shares in Q2 2015, an estimated $406K.
Cypress Capital Group first reported a position in H&R Block in Q4 2013 and held it in 4 quarters.
Cypress Capital Group's H&R Block position peaked at $406K in Q1 2015.
444 funds tracked by Wall St. Rank held H&R Block as of Q2 2015.

Based on Cypress Capital Group's 13F filing for Q2 2015, filed 18 Aug 2015.