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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

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 $70.2B AUM 30.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $60.8B AUM 26.63% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Winslow Evans & Crocker's HRB Position: Q4 2015 in Review

Winslow Evans & Crocker sold out of H&R Block (HRB) in Q4 2015, closing a stake of 408 shares — an estimated $14.7K sold.

Winslow Evans & Crocker first reported a position in HRB in Q4 2013 and held it in 8 quarters. The position peaked at $24K in Q2 2014. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2015.

  • Winslow Evans & Crocker reported no remaining H&R Block position as of Q4 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 408 H&R Block shares in Q4 2015, an estimated $14.7K.
  • Winslow Evans & Crocker first reported a position in H&R Block in Q4 2013 and held it in 8 quarters.
  • Winslow Evans & Crocker's H&R Block position peaked at $24K in Q2 2014.
  • 450 funds tracked by Wall St. Rank held H&R Block as of Q4 2015.

Based on Winslow Evans & Crocker's 13F filing for Q4 2015, filed 27 Jan 2016.