BIT
TAX

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

BlackRock Institutional Trust’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 		$915K Buy
68,310
+6,558
+11% +$83.8K ﹤0.01% 3312
2016
Q3 		$789K Buy
61,752
+2,264
+4% +$30.6K ﹤0.01% 3371
2016
Q2 		$792K Buy
59,488
+3,715
+7% +$49.5K ﹤0.01% 3389
2016
Q1 		$1.09M Sell
55,773
-493
-0.9% -$9.34K ﹤0.01% 3262
2015
Q4 		$1.34M Buy
56,266
+1,591
+3% +$36.2K ﹤0.01% 3251
2015
Q3 		$1.27M Buy
54,675
+20,341
+59% +$495K ﹤0.01% 3261
2015
Q2 		$850K Buy
34,334
+4,156
+14% +$105K ﹤0.01% 3397
2015
Q1 		$840K Sell
30,178
-24
-0.1% -$782 ﹤0.01% 3392
2014
Q4 		$1.08M Sell
30,202
-804
-3% -$29.2K ﹤0.01% 3333
2014
Q3 		$1M Sell
31,006
-5,754
-16% -$196K ﹤0.01% 3324
2014
Q2 		$1.22M Sell
36,760
-4,283
-10% -$120K ﹤0.01% 3379
2014
Q1 		$1.14M Sell
41,043
-682
-2% -$17.7K ﹤0.01% 3375
2013
Q4 		$1.01M Sell
41,725
-3,693
-8% -$79.3K ﹤0.01% 3392
2013
Q3 		$861K Buy
45,418
+4,434
+11% +$77.2K ﹤0.01% 3404
2013
Q2 		$666K Buy
+40,984
New +$680K ﹤0.01% 3419

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 $196M AUM 24.19% 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 Institutional Trust's TAX Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Liberty Tax, Inc. Class A (TAX) stake by 11% in Q4 2016, buying an estimated $83.8K and bringing the position to 68,310 shares worth $915K. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

BlackRock Institutional Trust first reported a position in TAX in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2015. 62 funds tracked by Wall St. Rank hold TAX as of Q4 2016.

  • BlackRock Institutional Trust held 68,310 shares of Liberty Tax, Inc. Class A worth $915K as of Q4 2016.
  • BlackRock Institutional Trust bought 6,558 Liberty Tax, Inc. Class A shares in Q4 2016, an estimated $83.8K.
  • Liberty Tax, Inc. Class A made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #3312 holding.
  • BlackRock Institutional Trust first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Liberty Tax, Inc. Class A position peaked at $1.34M in Q4 2015.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2016.

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