SFPM
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Sensible Financial Planning & Management’s H&R Block HRB Stock Holding History

Sensible Financial Planning & 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
2015
Q3 		– Sell
-176
Closed -$5K – 76
2015
Q2 		$5K Buy
+176
New +$5.52K ﹤0.01% 63

Other funds holding HRB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Sensible Financial Planning & Management's HRB Position: Q3 2015 in Review

Sensible Financial Planning & Management sold out of H&R Block (HRB) in Q3 2015, closing a stake of 176 shares — an estimated $5K sold.

Sensible Financial Planning & Management first reported a position in HRB in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 464 funds tracked by Wall St. Rank hold HRB as of Q3 2015.

  • Sensible Financial Planning & Management reported no remaining H&R Block position as of Q3 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 176 H&R Block shares in Q3 2015, an estimated $5K.
  • Sensible Financial Planning & Management first reported a position in H&R Block in Q2 2015 and held it in 1 quarter.
  • Sensible Financial Planning & Management's H&R Block position peaked at $5K in Q2 2015.
  • 464 funds tracked by Wall St. Rank held H&R Block as of Q3 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2015, filed 6 Nov 2015.