HTA
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Haber Trilix Advisors’s H&R Block HRB Stock Holding History

Haber Trilix 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
2013
Q2 		$54K Buy
+1,960
New +$55.9K 0.01% 235

Other funds holding HRB

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Haber Trilix Advisors's HRB Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in H&R Block (HRB) in Q2 2013: 1,960 shares worth $54K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings.

376 funds tracked by Wall St. Rank hold HRB as of Q2 2013.

  • Haber Trilix Advisors held 1,960 shares of H&R Block worth $54K as of Q2 2013.
  • H&R Block was a new Haber Trilix Advisors position in Q2 2013.
  • H&R Block made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #235 holding.
  • 376 funds tracked by Wall St. Rank held H&R Block as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.