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Mitsubishi UFJ Securities’s H&R Block HRB Stock Holding History

Mitsubishi UFJ Securities’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
2016
Q1 		– Sell
-520
Closed -$17K – 237
2015
Q4 		$17K Buy
+520
New +$18.5K 0.03% 172

Other funds holding HRB

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 $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mitsubishi UFJ Securities's HRB Position: Q1 2016 in Review

Mitsubishi UFJ Securities sold out of H&R Block (HRB) in Q1 2016, closing a stake of 520 shares — an estimated $17K sold.

Mitsubishi UFJ Securities first reported a position in HRB in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 428 funds tracked by Wall St. Rank hold HRB as of Q1 2016.

  • Mitsubishi UFJ Securities reported no remaining H&R Block position as of Q1 2016 after selling out during the quarter.
  • Mitsubishi UFJ Securities sold 520 H&R Block shares in Q1 2016, an estimated $17K.
  • Mitsubishi UFJ Securities first reported a position in H&R Block in Q4 2015 and held it in 1 quarter.
  • Mitsubishi UFJ Securities's H&R Block position peaked at $17K in Q4 2015.
  • 428 funds tracked by Wall St. Rank held H&R Block as of Q1 2016.

Based on Mitsubishi UFJ Securities's 13F filing for Q1 2016, filed 13 May 2016.