BGIM
TAX

Brandywine Global Investment Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Brandywine Global Investment 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
2017
Q4 		– Sell
-7,631
Closed -$110K – 968
2017
Q3 		$110K Buy
7,631
+3,420
+81% +$47.5K ﹤0.01% 736
2017
Q2 		$55K Sell
4,211
-89
-2% -$1.23K ﹤0.01% 786
2017
Q1 		$62K Buy
+4,300
New +$61.1K ﹤0.01% 800

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brandywine Global Investment Management's TAX Position: Q4 2017 in Review

Brandywine Global Investment Management sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2017, closing a stake of 7,631 shares — an estimated $110K sold.

Brandywine Global Investment Management first reported a position in TAX in Q1 2017 and held it in 3 quarters. The position peaked at $110K in Q3 2017. 69 funds tracked by Wall St. Rank hold TAX as of Q4 2017.

  • Brandywine Global Investment Management reported no remaining Liberty Tax, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Brandywine Global Investment Management sold 7,631 Liberty Tax, Inc. Class A shares in Q4 2017, an estimated $110K.
  • Brandywine Global Investment Management first reported a position in Liberty Tax, Inc. Class A in Q1 2017 and held it in 3 quarters.
  • Brandywine Global Investment Management's Liberty Tax, Inc. Class A position peaked at $110K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2017.

Based on Brandywine Global Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.