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Mascoma Wealth Management’s H&R Block HRB Stock Holding History

Mascoma Wealth Management’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
Q2 		– Sell
-400
Closed -$9K – 426
2017
Q1 		$9K Hold
400
– – 0.01% 268
2016
Q4 		$9K Buy
+400
New +$9.15K 0.01% 271

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Mascoma Wealth Management's HRB Position: Q2 2017 in Review

Mascoma Wealth Management sold out of H&R Block (HRB) in Q2 2017, closing a stake of 400 shares — an estimated $9K sold.

Mascoma Wealth Management first reported a position in HRB in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 438 funds tracked by Wall St. Rank hold HRB as of Q2 2017.

  • Mascoma Wealth Management reported no remaining H&R Block position as of Q2 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 400 H&R Block shares in Q2 2017, an estimated $9K.
  • Mascoma Wealth Management first reported a position in H&R Block in Q4 2016 and held it in 2 quarters.
  • Mascoma Wealth Management's H&R Block position peaked at $9K in Q1 2017.
  • 438 funds tracked by Wall St. Rank held H&R Block as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.