AIG
TAX

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

American International 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
2018
Q2 		– Sell
-4,383
Closed -$44K – 3172
2018
Q1 		$44K Sell
4,383
-236
-5% -$2.38K ﹤0.01% 2931
2017
Q4 		$51K Buy
4,619
+23
+0.5% +$288 ﹤0.01% 2941
2017
Q3 		$66K Buy
4,596
+343
+8% +$4.76K ﹤0.01% 2763
2017
Q2 		$55K Buy
4,253
+61
+1% +$845 ﹤0.01% 2979
2017
Q1 		$60K Buy
4,192
+280
+7% +$3.98K ﹤0.01% 2787
2016
Q4 		$52K Sell
3,912
-11
-0.3% -$141 ﹤0.01% 2853
2016
Q3 		$50.1K Buy
3,923
+6
+0.2% +$81 ﹤0.01% 2895
2016
Q2 		$52.2K Buy
3,917
+434
+12% +$5.78K ﹤0.01% 2938
2016
Q1 		$68K Hold
3,483
– – ﹤0.01% 3697
2015
Q4 		$83K Sell
3,483
-7
-0.2% -$159 ﹤0.01% 3625
2015
Q3 		$81K Buy
3,490
+4
+0.1% +$97 ﹤0.01% 3642
2015
Q2 		$86.3K Buy
3,486
+1,090
+45% +$27.5K ﹤0.01% 3773
2015
Q1 		$66.7K Hold
2,396
– – ﹤0.01% 3814
2014
Q4 		$85.6K Sell
2,396
-94
-4% -$3.42K ﹤0.01% 3707
2014
Q3 		$80.4K Sell
2,490
-2
-0.1% -$68 ﹤0.01% 3719
2014
Q2 		$83K Sell
2,492
-626
-20% -$17.5K ﹤0.01% 3713
2014
Q1 		$86.5K Buy
3,118
+75
+2% +$1.95K ﹤0.01% 3536
2013
Q4 		$73.9K Sell
3,043
-30
-1% -$644 ﹤0.01% 3569
2013
Q3 		$58.2K Buy
+3,073
New +$53.5K ﹤0.01% 3652

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American International Group's TAX Position: Q2 2018 in Review

American International Group sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 4,383 shares — an estimated $44K sold.

American International Group first reported a position in TAX in Q3 2013 and held it in 19 quarters. The position peaked at $86.5K in Q1 2014. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

  • American International Group reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • American International Group sold 4,383 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $44K.
  • American International Group first reported a position in Liberty Tax, Inc. Class A in Q3 2013 and held it in 19 quarters.
  • American International Group's Liberty Tax, Inc. Class A position peaked at $86.5K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on American International Group's 13F filing for Q2 2018, filed 8 Aug 2018.