Zeke Capital Advisors’s H&R Block HRB Stock Holding History

Zeke Capital Advisors’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
2018 Q2	–	Sell	-8,456	Closed	-$215K	–	666
2018 Q1	$215K	Buy	+8,456	New	+$222K	0.02%	552

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zeke Capital Advisors's HRB Position: Q2 2018 in Review

Zeke Capital Advisors sold out of H&R Block (HRB) in Q2 2018, closing a stake of 8,456 shares — an estimated $215K sold.

Zeke Capital Advisors first reported a position in HRB in Q1 2018 and held it in 1 quarter. The position peaked at $215K in Q1 2018. 452 funds tracked by Wall St. Rank hold HRB as of Q2 2018.

Zeke Capital Advisors reported no remaining H&R Block position as of Q2 2018 after selling out during the quarter.
Zeke Capital Advisors sold 8,456 H&R Block shares in Q2 2018, an estimated $215K.
Zeke Capital Advisors first reported a position in H&R Block in Q1 2018 and held it in 1 quarter.
Zeke Capital Advisors's H&R Block position peaked at $215K in Q1 2018.
452 funds tracked by Wall St. Rank held H&R Block as of Q2 2018.

Based on Zeke Capital Advisors's 13F filing for Q2 2018, filed 24 Jul 2018.