Advisor Group’s Liberty Tax, Inc. Class A TAX Stock Holding History

Advisor Group’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	-370	Closed	-$5K	–	5005
2017 Q1	$5K	Buy	+370	New	+$5.26K	﹤0.01%	4156

Other funds holding TAX

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Advisor Group's TAX Position: Q2 2017 in Review

Advisor Group sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2017, closing a stake of 370 shares — an estimated $5K sold.

Advisor Group first reported a position in TAX in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 57 funds tracked by Wall St. Rank hold TAX as of Q2 2017.

Advisor Group reported no remaining Liberty Tax, Inc. Class A position as of Q2 2017 after selling out during the quarter.
Advisor Group sold 370 Liberty Tax, Inc. Class A shares in Q2 2017, an estimated $5K.
Advisor Group first reported a position in Liberty Tax, Inc. Class A in Q1 2017 and held it in 1 quarter.
Advisor Group's Liberty Tax, Inc. Class A position peaked at $5K in Q1 2017.
57 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2017.

Based on Advisor Group's 13F filing for Q2 2017, filed 11 Aug 2017.