Kemnay Advisory Services’s H&R Block HRB Stock Holding History

Kemnay Advisory 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
2017 Q4	–	Sell	-30,938	Closed	-$819K	–	122
2017 Q3	$819K	Buy	30,938 +4,947	+19%	+$144K	0.35%	51
2017 Q2	$803K	Buy	+25,991	New	+$682K	0.46%	73
2014 Q4	–	Sell	-77,255	Closed	-$2.4M	–	46
2014 Q3	$2.4M	Buy	+77,255	New	+$2.52M	1.39%	31

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Kemnay Advisory Services's HRB Position: Q4 2017 in Review

Kemnay Advisory Services sold out of H&R Block (HRB) in Q4 2017, closing a stake of 30,938 shares — an estimated $819K sold.

Kemnay Advisory Services first reported a position in HRB in Q3 2014 and held it in 3 quarters. The position peaked at $2.4M in Q3 2014. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

Kemnay Advisory Services reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
Kemnay Advisory Services sold 30,938 H&R Block shares in Q4 2017, an estimated $819K.
Kemnay Advisory Services first reported a position in H&R Block in Q3 2014 and held it in 3 quarters.
Kemnay Advisory Services's H&R Block position peaked at $2.4M in Q3 2014.
450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on Kemnay Advisory Services's 13F filing for Q4 2017, filed 14 Feb 2018.