PIA
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Phoenix Investment Adviser’s H&R Block HRB Stock Holding History

Phoenix Investment Adviser’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
Q2 		– Sell
-16,000
Closed -$383K – 41
2019
Q1 		$383K Buy
+16,000
New +$393K 0.83% 14

Other funds holding HRB

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phoenix Investment Adviser's HRB Position: Q2 2019 in Review

Phoenix Investment Adviser sold out of H&R Block (HRB) in Q2 2019, closing a stake of 16,000 shares — an estimated $383K sold.

Phoenix Investment Adviser first reported a position in HRB in Q1 2019 and held it in 1 quarter. The position peaked at $383K in Q1 2019. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

  • Phoenix Investment Adviser reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
  • Phoenix Investment Adviser sold 16,000 H&R Block shares in Q2 2019, an estimated $383K.
  • Phoenix Investment Adviser first reported a position in H&R Block in Q1 2019 and held it in 1 quarter.
  • Phoenix Investment Adviser's H&R Block position peaked at $383K in Q1 2019.
  • 454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on Phoenix Investment Adviser's 13F filing for Q2 2019, filed 12 Aug 2019.