BIAS
TAX

Beacon Investment Advisory Services’s Liberty Tax, Inc. Class A TAX Stock Holding History

Beacon Investment Advisory Services’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
-12,463
Closed -$101K – 263
2018
Q2 		$101K Hold
12,463
– – 0.01% 248
2018
Q1 		$126K Buy
+12,463
New +$125K 0.01% 253

Other funds holding TAX

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Tudor Investment Corp
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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 $114B AUM 41.71% 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

Beacon Investment Advisory Services's TAX Position: Q3 2018 in Review

Beacon Investment Advisory Services sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 12,463 shares — an estimated $101K sold.

Beacon Investment Advisory Services first reported a position in TAX in Q1 2018 and held it in 2 quarters. The position peaked at $126K in Q1 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Beacon Investment Advisory Services reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 12,463 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $101K.
  • Beacon Investment Advisory Services first reported a position in Liberty Tax, Inc. Class A in Q1 2018 and held it in 2 quarters.
  • Beacon Investment Advisory Services's Liberty Tax, Inc. Class A position peaked at $126K in Q1 2018.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2018, filed 9 Nov 2018.