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

Madden 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
2013
Q3 		– Sell
-1,350
Closed -$37K – 284
2013
Q2 		$37K Buy
+1,350
New +$38.5K 0.03% 131

Other funds holding HRB

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 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
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 $60.8B AUM 26.63% 1-Year Est. Return

Madden Advisory Services's HRB Position: Q3 2013 in Review

Madden Advisory Services sold out of H&R Block (HRB) in Q3 2013, closing a stake of 1,350 shares — an estimated $37K sold.

Madden Advisory Services first reported a position in HRB in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 384 funds tracked by Wall St. Rank hold HRB as of Q3 2013.

  • Madden Advisory Services reported no remaining H&R Block position as of Q3 2013 after selling out during the quarter.
  • Madden Advisory Services sold 1,350 H&R Block shares in Q3 2013, an estimated $37K.
  • Madden Advisory Services first reported a position in H&R Block in Q2 2013 and held it in 1 quarter.
  • Madden Advisory Services's H&R Block position peaked at $37K in Q2 2013.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q3 2013.

Based on Madden Advisory Services's 13F filing for Q3 2013, filed 12 Nov 2013.