BRF
TAX

B. Riley Financial’s Liberty Tax, Inc. Class A TAX Stock Holding History

B. Riley Financial’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
-139,586
Closed -$1.13M – 335
2018
Q2 		$1.13M Buy
+139,586
New +$1.39M 0.3% 65

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 $1.87B AUM 29.51% 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

B. Riley Financial's TAX Position: Q3 2018 in Review

B. Riley Financial sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 139,586 shares — an estimated $1.13M sold.

B. Riley Financial first reported a position in TAX in Q2 2018 and held it in 1 quarter. The position peaked at $1.13M in Q2 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • B. Riley Financial reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 139,586 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $1.13M.
  • B. Riley Financial first reported a position in Liberty Tax, Inc. Class A in Q2 2018 and held it in 1 quarter.
  • B. Riley Financial's Liberty Tax, Inc. Class A position peaked at $1.13M in Q2 2018.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.