Wilbanks Smith & Thomas Asset Management’s H&R Block HRB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q4	–	Sell	-2,190	Closed	-$56K	–	772
2018 Q3	$56K	Buy	+2,190	New	+$55.6K	﹤0.01%	659
2015 Q2	–	Sell	-6,979	Closed	-$224K	–	309
2015 Q1	$224K	Buy	+6,979	New	+$234K	0.02%	274

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HRB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of H&R Block (HRB) in Q4 2018, closing a stake of 2,190 shares — an estimated $56K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HRB in Q1 2015 and held it in 2 quarters. The position peaked at $224K in Q1 2015. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,190 H&R Block shares in Q4 2018, an estimated $56K.
Wilbanks Smith & Thomas Asset Management first reported a position in H&R Block in Q1 2015 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's H&R Block position peaked at $224K in Q1 2015.
460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.