WIP
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Wellesley Investment Partners’s H&R Block HRB Stock Holding History

Wellesley Investment Partners’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
Q1 		– Sell
-20,860
Closed -$479K – 113
2016
Q4 		$479K Sell
20,860
-1,487
-7% -$34K 0.23% 67
2016
Q3 		$517K Buy
22,347
+2,740
+14% +$64.1K 0.27% 63
2016
Q2 		$450K Buy
19,607
+2,696
+16% +$59.9K 0.24% 63
2016
Q1 		$447K Buy
16,911
+345
+2% +$10.8K 0.27% 67
2015
Q4 		$551K Buy
+16,566
New +$589K 0.38% 48

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wellesley Investment Partners's HRB Position: Q1 2017 in Review

Wellesley Investment Partners sold out of H&R Block (HRB) in Q1 2017, closing a stake of 20,860 shares — an estimated $479K sold.

Wellesley Investment Partners first reported a position in HRB in Q4 2015 and held it in 5 quarters. The position peaked at $551K in Q4 2015. 415 funds tracked by Wall St. Rank hold HRB as of Q1 2017.

  • Wellesley Investment Partners reported no remaining H&R Block position as of Q1 2017 after selling out during the quarter.
  • Wellesley Investment Partners sold 20,860 H&R Block shares in Q1 2017, an estimated $479K.
  • Wellesley Investment Partners first reported a position in H&R Block in Q4 2015 and held it in 5 quarters.
  • Wellesley Investment Partners's H&R Block position peaked at $551K in Q4 2015.
  • 415 funds tracked by Wall St. Rank held H&R Block as of Q1 2017.

Based on Wellesley Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.