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Parasol Investment Management’s H&R Block HRB Stock Holding History

Parasol Investment Management’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
2015
Q3 		– Sell
-1,127
Closed -$33K – 193
2015
Q2 		$33K Hold
1,127
– – 0.02% 128
2015
Q1 		$36K Hold
1,127
– – 0.02% 128
2014
Q4 		$38K Hold
1,127
– – 0.03% 138
2014
Q3 		$35K Hold
1,127
– – 0.02% 131
2014
Q2 		$38K Hold
1,127
– – 0.03% 129
2014
Q1 		$34K Hold
1,127
– – 0.02% 112
2013
Q4 		$33K Buy
+1,127
New +$32K 0.02% 114

Other funds holding HRB

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Parasol Investment Management's HRB Position: Q3 2015 in Review

Parasol Investment Management sold out of H&R Block (HRB) in Q3 2015, closing a stake of 1,127 shares — an estimated $33K sold.

Parasol Investment Management first reported a position in HRB in Q4 2013 and held it in 7 quarters. The position peaked at $38K in Q4 2014. 464 funds tracked by Wall St. Rank hold HRB as of Q3 2015.

  • Parasol Investment Management reported no remaining H&R Block position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 1,127 H&R Block shares in Q3 2015, an estimated $33K.
  • Parasol Investment Management first reported a position in H&R Block in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's H&R Block position peaked at $38K in Q4 2014.
  • 464 funds tracked by Wall St. Rank held H&R Block as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.