Secor Capital Advisors’s H&R Block HRB Stock Holding History

Secor Capital Advisors’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
2018 Q1	–	Sell	-12,786	Closed	-$335K	–	565
2017 Q4	$335K	Buy	12,786 +4,784	+60%	+$124K	0.01%	410
2017 Q3	$212K	Sell	8,002 -79,625	-91%	-$2.31M	0.02%	404
2017 Q2	$2.71M	Buy	+87,627	New	+$2.3M	0.25%	131
2015 Q2	–	Sell	-9,465	Closed	-$304K	–	481
2015 Q1	$304K	Buy	+9,465	New	+$317K	0.12%	306

Other funds holding HRB

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

AAMU

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

JAM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Secor Capital Advisors's HRB Position: Q1 2018 in Review

Secor Capital Advisors sold out of H&R Block (HRB) in Q1 2018, closing a stake of 12,786 shares — an estimated $335K sold.

Secor Capital Advisors first reported a position in HRB in Q1 2015 and held it in 4 quarters. The position peaked at $2.71M in Q2 2017. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2018.

Secor Capital Advisors reported no remaining H&R Block position as of Q1 2018 after selling out during the quarter.
Secor Capital Advisors sold 12,786 H&R Block shares in Q1 2018, an estimated $335K.
Secor Capital Advisors first reported a position in H&R Block in Q1 2015 and held it in 4 quarters.
Secor Capital Advisors's H&R Block position peaked at $2.71M in Q2 2017.
452 funds tracked by Wall St. Rank held H&R Block as of Q1 2018.

Based on Secor Capital Advisors's 13F filing for Q1 2018, filed 15 May 2018.