ACP
TAX

Aviance Capital Partners’s Liberty Tax, Inc. Class A TAX Stock Holding History

Aviance Capital 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
Q3 		– Sell
-12,289
Closed -$99K – 226
2018
Q2 		$99K Buy
12,289
+757
+7% +$7.51K 0.03% 219
2018
Q1 		$116K Buy
+11,532
New +$116K 0.04% 217

Other funds holding TAX

SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Aviance Capital Partners's TAX Position: Q3 2018 in Review

Aviance Capital Partners sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 12,289 shares — an estimated $99K sold.

Aviance Capital Partners first reported a position in TAX in Q1 2018 and held it in 2 quarters. The position peaked at $116K in Q1 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Aviance Capital Partners reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Aviance Capital Partners sold 12,289 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $99K.
  • Aviance Capital Partners first reported a position in Liberty Tax, Inc. Class A in Q1 2018 and held it in 2 quarters.
  • Aviance Capital Partners's Liberty Tax, Inc. Class A position peaked at $116K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Aviance Capital Partners's 13F filing for Q3 2018, filed 9 Nov 2018.