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Mountain Capital Investment Advisors’s H&R Block HRB Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-237
Closed -$6K – 197
2017
Q3 		$6K Hold
237
– – 0.01% 325
2017
Q2 		$7K Buy
+237
New +$6.22K 0.01% 336

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $62.4B AUM 23.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Mountain Capital Investment Advisors's HRB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of H&R Block (HRB) in Q4 2017, closing a stake of 237 shares — an estimated $6K sold.

Mountain Capital Investment Advisors first reported a position in HRB in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2017. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 237 H&R Block shares in Q4 2017, an estimated $6K.
  • Mountain Capital Investment Advisors first reported a position in H&R Block in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's H&R Block position peaked at $7K in Q2 2017.
  • 450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.