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Park Avenue Institutional Advisers’s H&R Block HRB Stock Holding History

Park Avenue Institutional Advisers’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
Q3 		– Sell
-1,486
Closed -$34K – 197
2016
Q2 		$34K Hold
1,486
– – 0.03% 473
2016
Q1 		$39K Sell
1,486
-42
-3% -$1.32K 0.03% 460
2015
Q4 		$51K Sell
1,528
-303
-17% -$10.8K 0.04% 420
2015
Q3 		$66K Sell
1,831
-26
-1% -$880 0.06% 364
2015
Q2 		$55K Buy
+1,857
New +$58.3K 0.04% 424

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Park Avenue Institutional Advisers's HRB Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of H&R Block (HRB) in Q3 2016, closing a stake of 1,486 shares — an estimated $34K sold.

Park Avenue Institutional Advisers first reported a position in HRB in Q2 2015 and held it in 5 quarters. The position peaked at $66K in Q3 2015. 403 funds tracked by Wall St. Rank hold HRB as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining H&R Block position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 1,486 H&R Block shares in Q3 2016, an estimated $34K.
  • Park Avenue Institutional Advisers first reported a position in H&R Block in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's H&R Block position peaked at $66K in Q3 2015.
  • 403 funds tracked by Wall St. Rank held H&R Block as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.