BA
TAX

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

BlackRock Advisors’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
2016
Q4 		$32K Buy
2,399
+144
+6% +$1.84K ﹤0.01% 3363
2016
Q3 		$29K Hold
2,255
– – ﹤0.01% 3380
2016
Q2 		$30K Buy
2,255
+765
+51% +$10.2K ﹤0.01% 3353
2016
Q1 		$29K Hold
1,490
– – ﹤0.01% 3342
2015
Q4 		$36K Sell
1,490
-1,296
-47% -$29.5K ﹤0.01% 3322
2015
Q3 		$65K Buy
2,786
+11
+0.4% +$268 ﹤0.01% 3250
2015
Q2 		$69K Buy
2,775
+1,048
+61% +$26.4K ﹤0.01% 3273
2015
Q1 		$48K Buy
1,727
+283
+20% +$9.22K ﹤0.01% 3255
2014
Q4 		$52K Sell
1,444
-132
-8% -$4.8K ﹤0.01% 3268
2014
Q3 		$51K Hold
1,576
– – ﹤0.01% 3266
2014
Q2 		$52K Sell
1,576
-862
-35% -$24.1K ﹤0.01% 3253
2014
Q1 		$68K Buy
2,438
+191
+9% +$4.96K ﹤0.01% 3180
2013
Q4 		$55K Buy
2,247
+152
+7% +$3.26K ﹤0.01% 3223
2013
Q3 		$40K Buy
2,095
+112
+6% +$1.95K ﹤0.01% 3230
2013
Q2 		$32K Buy
+1,983
New +$32.9K ﹤0.01% 3226

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NA
NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Advisors's TAX Position: Q4 2016 in Review

BlackRock Advisors increased its Liberty Tax, Inc. Class A (TAX) stake by 6.4% in Q4 2016, buying an estimated $1.84K and bringing the position to 2,399 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

BlackRock Advisors first reported a position in TAX in Q2 2013 and has held it in 15 quarters since. The position peaked at $69K in Q2 2015. 62 funds tracked by Wall St. Rank hold TAX as of Q4 2016.

  • BlackRock Advisors held 2,399 shares of Liberty Tax, Inc. Class A worth $32K as of Q4 2016.
  • BlackRock Advisors bought 144 Liberty Tax, Inc. Class A shares in Q4 2016, an estimated $1.84K.
  • Liberty Tax, Inc. Class A made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #3363 holding.
  • BlackRock Advisors first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's Liberty Tax, Inc. Class A position peaked at $69K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.