Wealthfront’s H&R Block HRB Stock Holding History

Wealthfront’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 Q3	$397K	Buy	+15,399	New	+$391K	﹤0.01%	408
2015 Q4	–	Sell	-3,780	Closed	-$137K	–	614
2015 Q3	$137K	Buy	3,780 +2,397	+173%	+$81.2K	0.01%	354
2015 Q2	$41K	Buy	1,383 +183	+15%	+$5.74K	﹤0.01%	523
2015 Q1	$38K	Sell	1,200 -663	-36%	-$22.2K	﹤0.01%	495
2014 Q4	$63K	Buy	1,863 +958	+106%	+$30.7K	﹤0.01%	442
2014 Q3	$28K	Sell	905 -80	-8%	-$2.61K	﹤0.01%	485
2014 Q2	$33K	Sell	985 -172	-15%	-$5.12K	﹤0.01%	431
2014 Q1	$36K	Buy	+1,157	New	+$34.7K	﹤0.01%	334

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Wealthfront's HRB Position: Q3 2018 in Review

Wealthfront opened a new position in H&R Block (HRB) in Q3 2018: 15,399 shares worth $397K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Wealthfront previously reported a position in HRB as recently as Q3 2015.

Wealthfront first reported a position in HRB in Q1 2014 and has held it in 8 quarters since. 439 funds tracked by Wall St. Rank hold HRB as of Q3 2018.

Wealthfront held 15,399 shares of H&R Block worth $397K as of Q3 2018.
H&R Block was a new Wealthfront position in Q3 2018.
H&R Block made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #408 holding.
Wealthfront first reported a position in H&R Block in Q1 2014 and has held it in 8 quarters since.
439 funds tracked by Wall St. Rank held H&R Block as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.