WEC
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Winslow Evans & Crocker’s H&R Block HRB Stock Holding History

Winslow Evans & Crocker’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
2015
Q4 		– Sell
-408
Closed -$14.7K – 1379
2015
Q3 		$14.7K Hold
408
– – ﹤0.01% 798
2015
Q2 		$12.1K Sell
408
-160
-28% -$5.02K ﹤0.01% 886
2015
Q1 		$18.2K Hold
568
– – 0.01% 750
2014
Q4 		$19.1K Hold
568
– – 0.01% 743
2014
Q3 		$17.6K Sell
568
-149
-21% -$4.86K 0.01% 768
2014
Q2 		$24K Hold
717
– – 0.01% 634
2014
Q1 		$21.6K Hold
717
– – 0.01% 650
2013
Q4 		$21K Buy
+717
New +$20.4K 0.01% 686

Other funds holding HRB

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return