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

Wilmington Trust’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
2014 Q2	$905K	Hold	27,001	–	–	0.02%	410
2014 Q1	$815K	Hold	27,001	–	–	0.01%	412
2013 Q4	$784K	Sell	27,001 -900	-3%	-$25.6K	0.01%	418
2013 Q3	$744K	Sell	27,901 -345	-1%	-$10K	0.01%	411
2013 Q2	$784K	Buy	+28,246	New	+$806K	0.02%	372

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wilmington Trust's HRB Position: Q2 2014 in Review

Wilmington Trust held its H&R Block (HRB) position steady in Q2 2014 at 27,001 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #410.

Wilmington Trust first reported a position in HRB in Q2 2013 and has held it in 5 quarters since. 424 funds tracked by Wall St. Rank hold HRB as of Q2 2014.

Wilmington Trust held 27,001 shares of H&R Block worth $905K as of Q2 2014.
Wilmington Trust left its H&R Block share count unchanged in Q2 2014.
H&R Block made up 0.02% of Wilmington Trust's portfolio in Q2 2014, its #410 holding.
Wilmington Trust first reported a position in H&R Block in Q2 2013 and has held it in 5 quarters since.
424 funds tracked by Wall St. Rank held H&R Block as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.