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Indices-Pac Research Corporation’s H&R Block HRB Stock Holding History

Indices-Pac Research Corporation’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
Q4 		– Sell
-20,202
Closed -$539K – 225
2013
Q3 		$539K Sell
20,202
-7,130
-26% -$208K 0.35% 95
2013
Q2 		$758K Buy
+27,332
New +$780K 0.5% 63

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Indices-Pac Research Corporation's HRB Position: Q4 2013 in Review

Indices-Pac Research Corporation sold out of H&R Block (HRB) in Q4 2013, closing a stake of 20,202 shares — an estimated $539K sold.

Indices-Pac Research Corporation first reported a position in HRB in Q2 2013 and held it in 2 quarters. The position peaked at $758K in Q2 2013. 391 funds tracked by Wall St. Rank hold HRB as of Q4 2013.

  • Indices-Pac Research Corporation reported no remaining H&R Block position as of Q4 2013 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 20,202 H&R Block shares in Q4 2013, an estimated $539K.
  • Indices-Pac Research Corporation first reported a position in H&R Block in Q2 2013 and held it in 2 quarters.
  • Indices-Pac Research Corporation's H&R Block position peaked at $758K in Q2 2013.
  • 391 funds tracked by Wall St. Rank held H&R Block as of Q4 2013.

Based on Indices-Pac Research Corporation's 13F filing for Q4 2013, filed 14 Feb 2014.