AG
TAX

Algert Global’s Liberty Tax, Inc. Class A TAX Stock Holding History

Algert Global’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
Q4 		– Sell
-17,170
Closed -$247K – 380
2017
Q3 		$247K Sell
17,170
-22,800
-57% -$317K 0.06% 275
2017
Q2 		$518K Buy
+39,970
New +$554K 0.15% 215

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Algert Global's TAX Position: Q4 2017 in Review

Algert Global sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2017, closing a stake of 17,170 shares — an estimated $247K sold.

Algert Global first reported a position in TAX in Q2 2017 and held it in 2 quarters. The position peaked at $518K in Q2 2017. 69 funds tracked by Wall St. Rank hold TAX as of Q4 2017.

  • Algert Global reported no remaining Liberty Tax, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Algert Global sold 17,170 Liberty Tax, Inc. Class A shares in Q4 2017, an estimated $247K.
  • Algert Global first reported a position in Liberty Tax, Inc. Class A in Q2 2017 and held it in 2 quarters.
  • Algert Global's Liberty Tax, Inc. Class A position peaked at $518K in Q2 2017.
  • 69 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2017.

Based on Algert Global's 13F filing for Q4 2017, filed 1 Feb 2018.