TrueWealth LLC’s H&R Block HRB Stock Holding History

TrueWealth LLC’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 Q4	–	Sell	-11	Closed	–	–	762
2018 Q3	$0	Hold	11	–	–	﹤0.01%	830
2018 Q2	$0	Hold	11	–	–	﹤0.01%	844
2018 Q1	$0	Hold	11	–	–	﹤0.01%	848
2017 Q4	$0	Buy	+11	New	+$286	﹤0.01%	924

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JAM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TrueWealth LLC's HRB Position: Q4 2018 in Review

TrueWealth LLC sold out of H&R Block (HRB) in Q4 2018, closing a stake of 11 shares.

TrueWealth LLC first reported a position in HRB in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

TrueWealth LLC reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 11 H&R Block shares in Q4 2018.
TrueWealth LLC first reported a position in H&R Block in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's H&R Block position peaked at $0 in Q3 2018.
460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.