AIM
TAX

Acrospire Investment Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Acrospire Investment Management’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,399
Closed -$63K – 2768
2017
Q1 		$63K Buy
+4,399
New +$62.5K 0.05% 731
2016
Q4 		– Sell
-520
Closed -$7K – 2555
2016
Q3 		$7K Buy
+520
New +$7.04K ﹤0.01% 1785

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Acrospire Investment Management's TAX Position: Q2 2017 in Review

Acrospire Investment Management sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2017, closing a stake of 4,399 shares — an estimated $63K sold.

Acrospire Investment Management first reported a position in TAX in Q3 2016 and held it in 2 quarters. The position peaked at $63K in Q1 2017. 57 funds tracked by Wall St. Rank hold TAX as of Q2 2017.

  • Acrospire Investment Management reported no remaining Liberty Tax, Inc. Class A position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 4,399 Liberty Tax, Inc. Class A shares in Q2 2017, an estimated $63K.
  • Acrospire Investment Management first reported a position in Liberty Tax, Inc. Class A in Q3 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Liberty Tax, Inc. Class A position peaked at $63K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.