Burgundy Asset Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Burgundy Asset 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
2015 Q1	–	Sell	-19,614	Closed	-$701K	–	110
2014 Q4	$701K	Buy	+19,614	New	+$713K	0.01%	96
2014 Q2	–	Sell	-15,586	Closed	-$432K	–	124
2014 Q1	$432K	Hold	15,586	–	–	0.01%	107
2013 Q4	$379K	Hold	15,586	–	–	﹤0.01%	109
2013 Q3	$295K	Hold	15,586	–	–	﹤0.01%	105
2013 Q2	$253K	Buy	+15,586	New	+$259K	﹤0.01%	112

Other funds holding TAX

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

TCM

Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Burgundy Asset Management's TAX Position: Q1 2015 in Review

Burgundy Asset Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2015, closing a stake of 19,614 shares — an estimated $701K sold.

Burgundy Asset Management first reported a position in TAX in Q2 2013 and held it in 5 quarters. The position peaked at $701K in Q4 2014. 60 funds tracked by Wall St. Rank hold TAX as of Q1 2015.

Burgundy Asset Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2015 after selling out during the quarter.
Burgundy Asset Management sold 19,614 Liberty Tax, Inc. Class A shares in Q1 2015, an estimated $701K.
Burgundy Asset Management first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 5 quarters.
Burgundy Asset Management's Liberty Tax, Inc. Class A position peaked at $701K in Q4 2014.
60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2015.

Based on Burgundy Asset Management's 13F filing for Q1 2015, filed 12 May 2015.