EPM
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Equitec Proprietary Markets’s H&R Block HRB Stock Holding History

Equitec Proprietary Markets’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
Q1 		– Sell
-2,484
Closed -$84K – 329
2014
Q4 		$84K Buy
+2,484
New +$79.6K ﹤0.01% 505

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Artisan Partners
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Equitec Proprietary Markets's HRB Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of H&R Block (HRB) in Q1 2015, closing a stake of 2,484 shares — an estimated $84K sold.

Equitec Proprietary Markets first reported a position in HRB in Q4 2014 and held it in 1 quarter. The position peaked at $84K in Q4 2014. 444 funds tracked by Wall St. Rank hold HRB as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining H&R Block position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 2,484 H&R Block shares in Q1 2015, an estimated $84K.
  • Equitec Proprietary Markets first reported a position in H&R Block in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's H&R Block position peaked at $84K in Q4 2014.
  • 444 funds tracked by Wall St. Rank held H&R Block as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.