Mariner Wealth Advisors (NYC)’s H&R Block HRB Stock Holding History

Mariner Wealth Advisors (NYC)’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	$27K	Buy	+849	New	+$28.4K	0.01%	240

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s HRB Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in H&R Block (HRB) in Q1 2015: 849 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings.

444 funds tracked by Wall St. Rank hold HRB as of Q1 2015.

Mariner Wealth Advisors (NYC) held 849 shares of H&R Block worth $27K as of Q1 2015.
H&R Block was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
H&R Block made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #240 holding.
444 funds tracked by Wall St. Rank held H&R Block as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.