Bridgeway Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Bridgeway Capital 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
2018 Q3	–	Sell	-120,000	Closed	-$969K	–	1512
2018 Q2	$969K	Hold	120,000	–	–	0.01%	889
2018 Q1	$1.21M	Hold	120,000	–	–	0.01%	783
2017 Q4	$1.32M	Buy	120,000 +27,500	+30%	+$344K	0.01%	731
2017 Q3	$1.33M	Buy	92,500 +10,500	+13%	+$146K	0.02%	739
2017 Q2	$1.06M	Buy	82,000 +20,200	+33%	+$280K	0.01%	804
2017 Q1	$881K	Hold	61,800	–	–	0.01%	858
2016 Q4	$828K	Hold	61,800	–	–	0.01%	890
2016 Q3	$790K	Buy	+61,800	New	+$836K	0.01%	898

Other funds holding TAX

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 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

Bridgeway Capital Management's TAX Position: Q3 2018 in Review

Bridgeway Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 120,000 shares — an estimated $969K sold.

Bridgeway Capital Management first reported a position in TAX in Q3 2016 and held it in 8 quarters. The position peaked at $1.33M in Q3 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

Bridgeway Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
Bridgeway Capital Management sold 120,000 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $969K.
Bridgeway Capital Management first reported a position in Liberty Tax, Inc. Class A in Q3 2016 and held it in 8 quarters.
Bridgeway Capital Management's Liberty Tax, Inc. Class A position peaked at $1.33M in Q3 2017.
12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Bridgeway Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.