AI
TAX

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

Analytic Investors’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
2014
Q4 		– Sell
-7,944
Closed -$257K – 651
2014
Q3 		$257K Buy
+7,944
New +$270K ﹤0.01% 536

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NTP
Nine Ten Partners Evanston, Illinois $308M AUM
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Analytic Investors's TAX Position: Q4 2014 in Review

Analytic Investors sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2014, closing a stake of 7,944 shares — an estimated $257K sold.

Analytic Investors first reported a position in TAX in Q3 2014 and held it in 1 quarter. The position peaked at $257K in Q3 2014. 67 funds tracked by Wall St. Rank hold TAX as of Q4 2014.

  • Analytic Investors reported no remaining Liberty Tax, Inc. Class A position as of Q4 2014 after selling out during the quarter.
  • Analytic Investors sold 7,944 Liberty Tax, Inc. Class A shares in Q4 2014, an estimated $257K.
  • Analytic Investors first reported a position in Liberty Tax, Inc. Class A in Q3 2014 and held it in 1 quarter.
  • Analytic Investors's Liberty Tax, Inc. Class A position peaked at $257K in Q3 2014.
  • 67 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2014.

Based on Analytic Investors's 13F filing for Q4 2014, filed 9 Feb 2015.