NEXT Financial Holdings’s H&R Block HRB Stock Holding History

NEXT Financial Holdings’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	$10K	Buy	+425	New	+$10.4K	﹤0.01%	1109

Other funds holding HRB

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

BlackRock New York $5.72T AUM 30.48% 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

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 $18.8B AUM 29.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NEXT Financial Holdings's HRB Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in H&R Block (HRB) in Q1 2019: 425 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings.

451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

NEXT Financial Holdings held 425 shares of H&R Block worth $10K as of Q1 2019.
H&R Block was a new NEXT Financial Holdings position in Q1 2019.
H&R Block made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1109 holding.
451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.