YorkBridge Wealth Partners’s H&R Block HRB Stock Holding History

YorkBridge Wealth Partners’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
2017 Q1	–	Sell	-350	Closed	-$8K	–	894
2016 Q4	$8K	Buy	+350	New	+$8K	﹤0.01%	631

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's HRB Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of H&R Block (HRB) in Q1 2017, closing a stake of 350 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in HRB in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 415 funds tracked by Wall St. Rank hold HRB as of Q1 2017.

YorkBridge Wealth Partners reported no remaining H&R Block position as of Q1 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 350 H&R Block shares in Q1 2017, an estimated $8K.
YorkBridge Wealth Partners first reported a position in H&R Block in Q4 2016 and held it in 1 quarter.
YorkBridge Wealth Partners's H&R Block position peaked at $8K in Q4 2016.
415 funds tracked by Wall St. Rank held H&R Block as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.