MGO One Seven’s H&R Block HRB Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-128	Closed	-$3K	–	949
2018 Q4	$3K	Buy	+128	New	+$3.42K	﹤0.01%	1480
2018 Q1	$3K	Hold	128	–	–	﹤0.01%	1445
2017 Q4	$3K	Buy	+128	New	+$3.32K	﹤0.01%	1434

Other funds holding HRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

AAMU

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MGO One Seven's HRB Position: Q1 2019 in Review

MGO One Seven sold out of H&R Block (HRB) in Q1 2019, closing a stake of 128 shares — an estimated $3K sold.

MGO One Seven first reported a position in HRB in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

MGO One Seven reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 128 H&R Block shares in Q1 2019, an estimated $3K.
MGO One Seven first reported a position in H&R Block in Q4 2017 and held it in 3 quarters.
MGO One Seven's H&R Block position peaked at $3K in Q4 2018.
452 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.