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Wilmington Trust National Association’s H&R Block HRB Stock Holding History

Wilmington Trust National Association’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
2013
Q3 		– Sell
-12,994
Closed -$361K – 561
2013
Q2 		$361K Buy
+12,994
New +$371K 0.02% 398

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wilmington Trust National Association's HRB Position: Q3 2013 in Review

Wilmington Trust National Association sold out of H&R Block (HRB) in Q3 2013, closing a stake of 12,994 shares — an estimated $361K sold.

Wilmington Trust National Association first reported a position in HRB in Q2 2013 and held it in 1 quarter. The position peaked at $361K in Q2 2013. 384 funds tracked by Wall St. Rank hold HRB as of Q3 2013.

  • Wilmington Trust National Association reported no remaining H&R Block position as of Q3 2013 after selling out during the quarter.
  • Wilmington Trust National Association sold 12,994 H&R Block shares in Q3 2013, an estimated $361K.
  • Wilmington Trust National Association first reported a position in H&R Block in Q2 2013 and held it in 1 quarter.
  • Wilmington Trust National Association's H&R Block position peaked at $361K in Q2 2013.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q3 2013.

Based on Wilmington Trust National Association's 13F filing for Q3 2013, filed 13 Nov 2013.