Barclays
TAX

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

Barclays’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
-11,135
Closed -$90K – 7654
2018
Q2 		$90K Buy
11,135
+9,713
+683% +$96.4K ﹤0.01% 5317
2018
Q1 		$15K Buy
1,422
+335
+31% +$3.37K ﹤0.01% 6540
2017
Q4 		$12K Buy
1,087
+928
+584% +$11.6K ﹤0.01% 6480
2017
Q3 		$2K Buy
159
+153
+2,550% +$2.12K ﹤0.01% 6719
2017
Q2 		$0 Sell
6
-29
-83% -$402 ﹤0.01% 7152
2017
Q1 		$0 Sell
35
-76
-68% -$1.08K ﹤0.01% 7144
2016
Q4 		$1K Buy
111
+68
+158% +$869 ﹤0.01% 6547
2016
Q3 		$1K Buy
+43
New +$582 ﹤0.01% 6530
2016
Q2 		– Sell
-1,200
Closed -$23K – 6834
2016
Q1 		$23K Buy
+1,200
New +$22.7K ﹤0.01% 5163
2015
Q4 		– Sell
-31
Closed -$1K – 6956
2015
Q3 		$1K Sell
31
-83
-73% -$2.02K ﹤0.01% 6718
2015
Q2 		$3K Hold
114
– – ﹤0.01% 6737
2015
Q1 		$3K Sell
114
-258
-69% -$8.41K ﹤0.01% 6807
2014
Q4 		$13K Sell
372
-678
-65% -$24.6K ﹤0.01% 6595
2014
Q3 		$34K Sell
1,050
-585
-36% -$19.9K ﹤0.01% 6167
2014
Q2 		$54K Buy
1,635
+1,456
+813% +$40.7K ﹤0.01% 5886
2014
Q1 		$5K Buy
179
+76
+74% +$1.97K ﹤0.01% 7228
2013
Q4 		$2K Sell
103
-57
-36% -$1.22K ﹤0.01% 7400
2013
Q3 		$3K Sell
160
-65
-29% -$1.13K ﹤0.01% 7142
2013
Q2 		$4K Buy
+225
New +$3.73K ﹤0.01% 7431

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

Barclays's TAX Position: Q3 2018 in Review

Barclays sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 11,135 shares — an estimated $90K sold.

Barclays first reported a position in TAX in Q2 2013 and held it in 19 quarters. The position peaked at $90K in Q2 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Barclays reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Barclays sold 11,135 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $90K.
  • Barclays first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 19 quarters.
  • Barclays's Liberty Tax, Inc. Class A position peaked at $90K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Barclays's 13F filing for Q3 2018, filed 14 Nov 2018.