Stux Capital Management’s H&R Block HRB Stock Holding History

Stux Capital 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
2014 Q2	$821K	Buy	+24,500	New	+$730K	0.11%	240

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Stux Capital Management's HRB Position: Q2 2014 in Review

Stux Capital Management opened a new position in H&R Block (HRB) in Q2 2014: 24,500 shares worth $821K. The stake represents 0.11% of the portfolio and ranks #240 among its holdings.

424 funds tracked by Wall St. Rank hold HRB as of Q2 2014.

Stux Capital Management held 24,500 shares of H&R Block worth $821K as of Q2 2014.
H&R Block was a new Stux Capital Management position in Q2 2014.
H&R Block made up 0.11% of Stux Capital Management's portfolio in Q2 2014, its #240 holding.
424 funds tracked by Wall St. Rank held H&R Block as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.