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Pring Turner Capital Group’s H&R Block HRB Stock Holding History

Pring Turner Capital Group’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
2014
Q1 		– Sell
-400
Closed -$12K – 99
2013
Q4 		$12K Buy
+400
New +$11.4K 0.01% 169

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

Pring Turner Capital Group's HRB Position: Q1 2014 in Review

Pring Turner Capital Group sold out of H&R Block (HRB) in Q1 2014, closing a stake of 400 shares — an estimated $12K sold.

Pring Turner Capital Group first reported a position in HRB in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 394 funds tracked by Wall St. Rank hold HRB as of Q1 2014.

  • Pring Turner Capital Group reported no remaining H&R Block position as of Q1 2014 after selling out during the quarter.
  • Pring Turner Capital Group sold 400 H&R Block shares in Q1 2014, an estimated $12K.
  • Pring Turner Capital Group first reported a position in H&R Block in Q4 2013 and held it in 1 quarter.
  • Pring Turner Capital Group's H&R Block position peaked at $12K in Q4 2013.
  • 394 funds tracked by Wall St. Rank held H&R Block as of Q1 2014.

Based on Pring Turner Capital Group's 13F filing for Q1 2014, filed 14 May 2014.