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Stancorp Investment Advisers’s H&R Block HRB Stock Holding History

Stancorp Investment Advisers’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
Q1 		$596K Buy
18,588
+260
+1% +$8.71K 0.28% 102
2014
Q4 		$617K Buy
+18,328
New +$587K 0.28% 103

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stancorp Investment Advisers's HRB Position: Q1 2015 in Review

Stancorp Investment Advisers increased its H&R Block (HRB) stake by 1.4% in Q1 2015, buying an estimated $8.71K and bringing the position to 18,588 shares worth $596K. The position accounts for 0.28% of the portfolio, ranked #102.

Stancorp Investment Advisers first reported a position in HRB in Q4 2014 and has held it in 2 quarters since. The position peaked at $617K in Q4 2014. 444 funds tracked by Wall St. Rank hold HRB as of Q1 2015.

  • Stancorp Investment Advisers held 18,588 shares of H&R Block worth $596K as of Q1 2015.
  • Stancorp Investment Advisers bought 260 H&R Block shares in Q1 2015, an estimated $8.71K.
  • H&R Block made up 0.28% of Stancorp Investment Advisers's portfolio in Q1 2015, its #102 holding.
  • Stancorp Investment Advisers first reported a position in H&R Block in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's H&R Block position peaked at $617K in Q4 2014.
  • 444 funds tracked by Wall St. Rank held H&R Block as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.