SeaCrest Wealth Management’s H&R Block HRB Stock Holding History

SeaCrest Wealth 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
2019 Q2	–	Sell	-969	Closed	-$23K	–	1097
2019 Q1	$23K	Hold	969	–	–	﹤0.01%	1232
2018 Q4	$25K	Hold	969	–	–	0.01%	1160
2018 Q3	$25K	Sell	969 -1,465	-60%	-$37.2K	﹤0.01%	1290
2018 Q2	$55K	Sell	2,434 -2,995	-55%	-$79.5K	0.01%	946
2018 Q1	$138K	Hold	5,429	–	–	0.03%	603
2017 Q4	$142K	Buy	+5,429	New	+$141K	0.03%	593

Other funds holding HRB

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

SeaCrest Wealth Management's HRB Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of H&R Block (HRB) in Q2 2019, closing a stake of 969 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in HRB in Q4 2017 and held it in 6 quarters. The position peaked at $142K in Q4 2017. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

SeaCrest Wealth Management reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 969 H&R Block shares in Q2 2019, an estimated $23K.
SeaCrest Wealth Management first reported a position in H&R Block in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's H&R Block position peaked at $142K in Q4 2017.
454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.