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Delphi Private Advisors’s H&R Block HRB Stock Holding History

Delphi Private 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
2017
Q1 		– Sell
-1
Closed – – 192
2016
Q4 		$0 Hold
1
– – ﹤0.01% 347
2016
Q3 		$0 Hold
1
– – ﹤0.01% 494
2016
Q2 		$0 Hold
1
– – ﹤0.01% 513
2016
Q1 		$0 Hold
1
– – ﹤0.01% 353
2015
Q4 		$0 Buy
+1
New +$36 ﹤0.01% 386

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $70.2B AUM 30.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Delphi Private Advisors's HRB Position: Q1 2017 in Review

Delphi Private Advisors sold out of H&R Block (HRB) in Q1 2017, closing a stake of 1 share.

Delphi Private Advisors first reported a position in HRB in Q4 2015 and held it in 5 quarters. The position peaked at $0 in Q4 2016. 415 funds tracked by Wall St. Rank hold HRB as of Q1 2017.

  • Delphi Private Advisors reported no remaining H&R Block position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 1 H&R Block share in Q1 2017.
  • Delphi Private Advisors first reported a position in H&R Block in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's H&R Block position peaked at $0 in Q4 2016.
  • 415 funds tracked by Wall St. Rank held H&R Block as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.