BCM
TAX

Bares Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Bares Capital Management’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
Q3 		– Sell
-127,846
Closed -$4.26M – 66
2014
Q2 		$4.26M Buy
127,846
+23,287
+22% +$651K 0.35% 22
2014
Q1 		$2.9M Buy
+104,559
New +$2.71M 0.23% 23

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ZCG
Zesiger Capital Group New York $59.2M AUM 3.93% 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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
TCM
Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
CAD
Craig A. Drill $24.4M AUM 13.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bares Capital Management's TAX Position: Q3 2014 in Review

Bares Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2014, closing a stake of 127,846 shares — an estimated $4.26M sold.

Bares Capital Management first reported a position in TAX in Q1 2014 and held it in 2 quarters. The position peaked at $4.26M in Q2 2014. 65 funds tracked by Wall St. Rank hold TAX as of Q3 2014.

  • Bares Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q3 2014 after selling out during the quarter.
  • Bares Capital Management sold 127,846 Liberty Tax, Inc. Class A shares in Q3 2014, an estimated $4.26M.
  • Bares Capital Management first reported a position in Liberty Tax, Inc. Class A in Q1 2014 and held it in 2 quarters.
  • Bares Capital Management's Liberty Tax, Inc. Class A position peaked at $4.26M in Q2 2014.
  • 65 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2014.

Based on Bares Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.