AIP
TAX

Ameritas Investment Partners’s Liberty Tax, Inc. Class A TAX Stock Holding History

Ameritas Investment Partners’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
-395
Closed -$4K – 3125
2018
Q1 		$4K Hold
395
– – ﹤0.01% 2894
2017
Q4 		$4K Hold
395
– – ﹤0.01% 2903
2017
Q3 		$5K Hold
395
– – ﹤0.01% 2928
2017
Q2 		$5K Hold
395
– – ﹤0.01% 2944
2017
Q1 		$6K Buy
+395
New +$5.62K ﹤0.01% 2826

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 $816M AUM 14.79% 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 $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameritas Investment Partners's TAX Position: Q2 2018 in Review

Ameritas Investment Partners sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 395 shares — an estimated $4K sold.

Ameritas Investment Partners first reported a position in TAX in Q1 2017 and held it in 5 quarters. The position peaked at $6K in Q1 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

  • Ameritas Investment Partners reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • Ameritas Investment Partners sold 395 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $4K.
  • Ameritas Investment Partners first reported a position in Liberty Tax, Inc. Class A in Q1 2017 and held it in 5 quarters.
  • Ameritas Investment Partners's Liberty Tax, Inc. Class A position peaked at $6K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on Ameritas Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.