Webster Bank’s H&R Block HRB Stock Holding History

Webster Bank’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
2017 Q2	–	Sell	-544	Closed	-$13K	–	557
2017 Q1	$13K	Hold	544	–	–	﹤0.01%	496
2016 Q4	$13K	Buy	+544	New	+$12.4K	﹤0.01%	490

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JAM

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

Norges Bank Oslo, Norway $935B AUM

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

Webster Bank's HRB Position: Q2 2017 in Review

Webster Bank sold out of H&R Block (HRB) in Q2 2017, closing a stake of 544 shares — an estimated $13K sold.

Webster Bank first reported a position in HRB in Q4 2016 and held it in 2 quarters. The position peaked at $13K in Q1 2017. 438 funds tracked by Wall St. Rank hold HRB as of Q2 2017.

Webster Bank reported no remaining H&R Block position as of Q2 2017 after selling out during the quarter.
Webster Bank sold 544 H&R Block shares in Q2 2017, an estimated $13K.
Webster Bank first reported a position in H&R Block in Q4 2016 and held it in 2 quarters.
Webster Bank's H&R Block position peaked at $13K in Q1 2017.
438 funds tracked by Wall St. Rank held H&R Block as of Q2 2017.

Based on Webster Bank's 13F filing for Q2 2017, filed 12 Jul 2017.