Guardian Investor Services’s H&R Block HRB Stock Holding History

Guardian Investor Services’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	$61K	Hold	1,899	–	–	0.05%	405
2014 Q4	$64K	Sell	1,899 -46	-2%	-$1.47K	0.05%	391
2014 Q3	$60K	Sell	1,945 -95	-5%	-$3.1K	0.05%	401
2014 Q2	$68K	Sell	2,040 -68	-3%	-$2.02K	0.05%	388
2014 Q1	$64K	Sell	2,108 -74	-3%	-$2.22K	0.05%	402
2013 Q4	$63K	Hold	2,182	–	–	0.05%	402
2013 Q3	$58K	Sell	2,182 -22	-1%	-$640	0.05%	406
2013 Q2	$61K	Buy	+2,204	New	+$62.9K	0.05%	382

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

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

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 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 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

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

Guardian Investor Services's HRB Position: Q1 2015 in Review

Guardian Investor Services held its H&R Block (HRB) position steady in Q1 2015 at 1,899 shares worth $61K. The position accounts for 0.05% of the portfolio, ranked #405.

Guardian Investor Services first reported a position in HRB in Q2 2013 and has held it in 8 quarters since. The position peaked at $68K in Q2 2014. 444 funds tracked by Wall St. Rank hold HRB as of Q1 2015.

Guardian Investor Services held 1,899 shares of H&R Block worth $61K as of Q1 2015.
Guardian Investor Services left its H&R Block share count unchanged in Q1 2015.
H&R Block made up 0.05% of Guardian Investor Services's portfolio in Q1 2015, its #405 holding.
Guardian Investor Services first reported a position in H&R Block in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's H&R Block position peaked at $68K in Q2 2014.
444 funds tracked by Wall St. Rank held H&R Block as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.