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Waverly Advisors’s H&R Block HRB Stock Holding History

Waverly 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
2014
Q4 		– Sell
-235
Closed -$7K – 534
2014
Q3 		$7K Hold
235
– – ﹤0.01% 560
2014
Q2 		$8K Buy
235
+58
+33% +$1.73K ﹤0.01% 491
2014
Q1 		$5K Buy
+177
New +$5.31K ﹤0.01% 549

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Waverly Advisors's HRB Position: Q4 2014 in Review

Waverly Advisors sold out of H&R Block (HRB) in Q4 2014, closing a stake of 235 shares — an estimated $7K sold.

Waverly Advisors first reported a position in HRB in Q1 2014 and held it in 3 quarters. The position peaked at $8K in Q2 2014. 437 funds tracked by Wall St. Rank hold HRB as of Q4 2014.

  • Waverly Advisors reported no remaining H&R Block position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 235 H&R Block shares in Q4 2014, an estimated $7K.
  • Waverly Advisors first reported a position in H&R Block in Q1 2014 and held it in 3 quarters.
  • Waverly Advisors's H&R Block position peaked at $8K in Q2 2014.
  • 437 funds tracked by Wall St. Rank held H&R Block as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.