AllianceBernstein
TAX

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

AllianceBernstein’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
2015
Q2 		– Sell
-400
Closed -$11K – 3419
2015
Q1 		$11K Buy
+400
New +$13K ﹤0.01% 3351

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein's TAX Position: Q2 2015 in Review

AllianceBernstein sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2015, closing a stake of 400 shares — an estimated $11K sold.

AllianceBernstein first reported a position in TAX in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 60 funds tracked by Wall St. Rank hold TAX as of Q2 2015.

  • AllianceBernstein reported no remaining Liberty Tax, Inc. Class A position as of Q2 2015 after selling out during the quarter.
  • AllianceBernstein sold 400 Liberty Tax, Inc. Class A shares in Q2 2015, an estimated $11K.
  • AllianceBernstein first reported a position in Liberty Tax, Inc. Class A in Q1 2015 and held it in 1 quarter.
  • AllianceBernstein's Liberty Tax, Inc. Class A position peaked at $11K in Q1 2015.
  • 60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2015.

Based on AllianceBernstein's 13F filing for Q2 2015, filed 14 Aug 2015.