BAMCO Inc
TAX

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

BAMCO Inc’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
2015
Q1 		– Sell
-12,000
Closed -$429K – 374
2014
Q4 		$429K Buy
+12,000
New +$436K ﹤0.01% 347

Other funds holding TAX

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
TCM
Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BAMCO Inc's TAX Position: Q1 2015 in Review

BAMCO Inc sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2015, closing a stake of 12,000 shares — an estimated $429K sold.

BAMCO Inc first reported a position in TAX in Q4 2014 and held it in 1 quarter. The position peaked at $429K in Q4 2014. 60 funds tracked by Wall St. Rank hold TAX as of Q1 2015.

  • BAMCO Inc reported no remaining Liberty Tax, Inc. Class A position as of Q1 2015 after selling out during the quarter.
  • BAMCO Inc sold 12,000 Liberty Tax, Inc. Class A shares in Q1 2015, an estimated $429K.
  • BAMCO Inc first reported a position in Liberty Tax, Inc. Class A in Q4 2014 and held it in 1 quarter.
  • BAMCO Inc's Liberty Tax, Inc. Class A position peaked at $429K in Q4 2014.
  • 60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2015.

Based on BAMCO Inc's 13F filing for Q1 2015, filed 15 May 2015.