Mercer Capital Advisers’s H&R Block HRB Stock Holding History

Mercer Capital Advisers’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 Q1	–	Sell	-1,550	Closed	-$36K	–	269
2016 Q4	$36K	Hold	1,550	–	–	0.03%	180
2016 Q3	$36K	Hold	1,550	–	–	0.03%	183
2016 Q2	$36K	Hold	1,550	–	–	0.03%	180
2016 Q1	$41K	Hold	1,550	–	–	0.04%	167
2015 Q4	$52K	Hold	1,550	–	–	0.05%	157
2015 Q3	$56K	Hold	1,550	–	–	0.05%	147
2015 Q2	$46K	Hold	1,550	–	–	0.04%	168
2015 Q1	$50K	Hold	1,550	–	–	0.04%	166
2014 Q4	$52K	Buy	+1,550	New	+$49.6K	0.05%	165

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mercer Capital Advisers's HRB Position: Q1 2017 in Review

Mercer Capital Advisers sold out of H&R Block (HRB) in Q1 2017, closing a stake of 1,550 shares — an estimated $36K sold.

Mercer Capital Advisers first reported a position in HRB in Q4 2014 and held it in 9 quarters. The position peaked at $56K in Q3 2015. 415 funds tracked by Wall St. Rank hold HRB as of Q1 2017.

Mercer Capital Advisers reported no remaining H&R Block position as of Q1 2017 after selling out during the quarter.
Mercer Capital Advisers sold 1,550 H&R Block shares in Q1 2017, an estimated $36K.
Mercer Capital Advisers first reported a position in H&R Block in Q4 2014 and held it in 9 quarters.
Mercer Capital Advisers's H&R Block position peaked at $56K in Q3 2015.
415 funds tracked by Wall St. Rank held H&R Block as of Q1 2017.

Based on Mercer Capital Advisers's 13F filing for Q1 2017, filed 27 Apr 2017.