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

WFG 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
2017 Q2	$21K	Buy	665 +500	+303%	+$13.1K	﹤0.01%	943
2017 Q1	$4K	Sell	165 -500	-75%	-$11.2K	﹤0.01%	1247
2016 Q4	$15K	Hold	665	–	–	﹤0.01%	1003
2016 Q3	$15K	Hold	665	–	–	﹤0.01%	1018
2016 Q2	$15K	Hold	665	–	–	﹤0.01%	981
2016 Q1	$18K	Hold	665	–	–	0.01%	913
2015 Q4	$22K	Hold	665	–	–	0.01%	871
2015 Q3	$24K	Buy	665 +165	+33%	+$5.59K	0.01%	837
2015 Q2	$15K	Hold	500	–	–	﹤0.01%	1061
2015 Q1	$16K	Hold	500	–	–	﹤0.01%	1050
2014 Q4	$17K	Hold	500	–	–	﹤0.01%	1279
2014 Q3	$16K	Hold	500	–	–	﹤0.01%	1350
2014 Q2	$17K	Hold	500	–	–	﹤0.01%	1329
2014 Q1	$15K	Buy	+500	New	+$15K	﹤0.01%	1354

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

WFG Advisors's HRB Position: Q2 2017 in Review

WFG Advisors increased its H&R Block (HRB) stake by 303% in Q2 2017, buying an estimated $13.1K and bringing the position to 665 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

WFG Advisors first reported a position in HRB in Q1 2014 and has held it in 14 quarters since. The position peaked at $24K in Q3 2015. 438 funds tracked by Wall St. Rank hold HRB as of Q2 2017.

WFG Advisors held 665 shares of H&R Block worth $21K as of Q2 2017.
WFG Advisors bought 500 H&R Block shares in Q2 2017, an estimated $13.1K.
H&R Block made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #943 holding.
WFG Advisors first reported a position in H&R Block in Q1 2014 and has held it in 14 quarters since.
WFG Advisors's H&R Block position peaked at $24K in Q3 2015.
438 funds tracked by Wall St. Rank held H&R Block as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.