Daiwa Capital Markets America’s H&R Block HRB Stock Holding History

Daiwa Capital Markets America’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 Q4	$218K	Buy	+7,500	New	+$213K	﹤0.01%	624

Other funds holding HRB

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AIG

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

HCM

Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Daiwa Capital Markets America's HRB Position: Q4 2013 in Review

Daiwa Capital Markets America opened a new position in H&R Block (HRB) in Q4 2013: 7,500 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings.

391 funds tracked by Wall St. Rank hold HRB as of Q4 2013.

Daiwa Capital Markets America held 7,500 shares of H&R Block worth $218K as of Q4 2013.
H&R Block was a new Daiwa Capital Markets America position in Q4 2013.
H&R Block made up ﹤0.01% of Daiwa Capital Markets America's portfolio in Q4 2013, its #624 holding.
391 funds tracked by Wall St. Rank held H&R Block as of Q4 2013.

Based on Daiwa Capital Markets America's 13F filing for Q4 2013, filed 13 Feb 2014.