BlackRock
TAX

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

BlackRock’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
-53,617
Closed -$433K – 5158
2018
Q2 		$433K Sell
53,617
-294,020
-85% -$2.92M ﹤0.01% 4139
2018
Q1 		$3.51M Buy
347,637
+731
+0.2% +$7.36K ﹤0.01% 3529
2017
Q4 		$3.81M Buy
346,906
+3,725
+1% +$46.6K ﹤0.01% 3522
2017
Q3 		$4.94M Buy
343,181
+16,440
+5% +$228K ﹤0.01% 3468
2017
Q2 		$4.23M Buy
326,741
+8,207
+3% +$114K ﹤0.01% 3515
2017
Q1 		$4.54M Buy
318,534
+318,235
+106,433% +$4.52M ﹤0.01% 3405
2016
Q4 		$4K Hold
299
– – ﹤0.01% 3565
2016
Q3 		$4K Buy
299
+215
+256% +$2.91K ﹤0.01% 3535
2016
Q2 		$1K Hold
84
– – ﹤0.01% 3701
2016
Q1 		$2K Buy
+84
New +$1.59K ﹤0.01% 3489

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