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Emerald Acquisition’s H&R Block HRB Stock Holding History

Emerald Acquisition’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 		$379K Sell
16,387
-3,834
-19% -$89.7K ﹤0.01% 2535
2016
Q2 		$465K Buy
+20,221
New +$450K ﹤0.01% 2498

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

Emerald Acquisition's HRB Position: Q3 2016 in Review

Emerald Acquisition reduced its H&R Block (HRB) stake by 19% in Q3 2016, selling an estimated $89.7K and leaving 16,387 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Emerald Acquisition first reported a position in HRB in Q2 2016 and has held it in 2 quarters since. The position peaked at $465K in Q2 2016. 403 funds tracked by Wall St. Rank hold HRB as of Q3 2016.

  • Emerald Acquisition held 16,387 shares of H&R Block worth $379K as of Q3 2016.
  • Emerald Acquisition sold 3,834 H&R Block shares in Q3 2016, an estimated $89.7K.
  • H&R Block made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2535 holding.
  • Emerald Acquisition first reported a position in H&R Block in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's H&R Block position peaked at $465K in Q2 2016.
  • 403 funds tracked by Wall St. Rank held H&R Block as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.