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Nationwide Fund Advisors’s H&R Block HRB Stock Holding History

Nationwide Fund 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
-302,295
Closed -$8.01M – 944
2017
Q3 		$8.01M Buy
302,295
+79,452
+36% +$2.31M 0.03% 787
2017
Q2 		$6.89M Sell
222,843
-162,600
-42% -$4.27M 0.03% 842
2017
Q1 		$8.96M Buy
385,443
+58,914
+18% +$1.32M 0.04% 697
2016
Q4 		$7.51M Sell
326,529
-837
-0.3% -$19.1K 0.03% 795
2016
Q3 		$7.58M Buy
327,366
+73,858
+29% +$1.73M 0.03% 762
2016
Q2 		$5.83M Buy
253,508
+23,763
+10% +$528K 0.03% 867
2016
Q1 		$6.13M Buy
229,745
+32,811
+17% +$1.03M 0.03% 826
2015
Q4 		$6.56M Sell
196,934
-20,479
-9% -$728K 0.03% 772
2015
Q3 		$7.87M Sell
217,413
-67,462
-24% -$2.28M 0.04% 648
2015
Q2 		$8.45M Sell
284,875
-5,859
-2% -$184K 0.03% 668
2015
Q1 		$9.32M Sell
290,734
-126,062
-30% -$4.22M 0.04% 638
2014
Q4 		$14M Sell
416,796
-72,959
-15% -$2.34M 0.06% 408
2014
Q3 		$15.2M Buy
489,755
+34,640
+8% +$1.13M 0.06% 379
2014
Q2 		$15.3M Buy
+455,115
New +$13.6M 0.06% 401
2014
Q1 		– Sell
-266,429
Closed -$7.74M – 3183
2013
Q4 		$7.74M Sell
266,429
-1,204
-0.4% -$34.2K 0.03% 704
2013
Q3 		$7.13M Buy
267,633
+9,576
+4% +$279K 0.03% 702
2013
Q2 		$7.16M Buy
+258,057
New +$7.36M 0.04% 626

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 $3.37T AUM 44.26% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Nationwide Fund Advisors's HRB Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of H&R Block (HRB) in Q4 2017, closing a stake of 302,295 shares — an estimated $8.01M sold.

Nationwide Fund Advisors first reported a position in HRB in Q2 2013 and held it in 17 quarters. The position peaked at $15.3M in Q2 2014. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 302,295 H&R Block shares in Q4 2017, an estimated $8.01M.
  • Nationwide Fund Advisors first reported a position in H&R Block in Q2 2013 and held it in 17 quarters.
  • Nationwide Fund Advisors's H&R Block position peaked at $15.3M in Q2 2014.
  • 450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.