Citigroup
TAX

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

Citigroup’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
-1,511
Closed -$12K – 7986
2018
Q2 		$12K Sell
1,511
-2,456
-62% -$24.4K ﹤0.01% 7136
2018
Q1 		$40K Sell
3,967
-1,841
-32% -$18.5K ﹤0.01% 6346
2017
Q4 		$64K Buy
5,808
+189
+3% +$2.37K ﹤0.01% 6004
2017
Q3 		$81K Sell
5,619
-3,035
-35% -$42.1K ﹤0.01% 5722
2017
Q2 		$112K Buy
8,654
+535
+7% +$7.41K ﹤0.01% 5270
2017
Q1 		$116K Sell
8,119
-12,305
-60% -$175K ﹤0.01% 5104
2016
Q4 		$274K Buy
20,424
+17,147
+523% +$219K ﹤0.01% 5019
2016
Q3 		$42K Sell
3,277
-125
-4% -$1.69K ﹤0.01% 5795
2016
Q2 		$45K Sell
3,402
-1,450
-30% -$19.3K ﹤0.01% 5635
2016
Q1 		$96K Buy
4,852
+2,608
+116% +$49.4K ﹤0.01% 5692
2015
Q4 		$54K Buy
2,244
+1,843
+460% +$41.9K ﹤0.01% 5887
2015
Q3 		$9K Sell
401
-93
-19% -$2.26K ﹤0.01% 6513
2015
Q2 		$12K Sell
494
-22,142
-98% -$558K ﹤0.01% 6387
2015
Q1 		$630K Buy
22,636
+8,506
+60% +$277K ﹤0.01% 3526
2014
Q4 		$505K Buy
14,130
+1,312
+10% +$47.7K ﹤0.01% 3881
2014
Q3 		$414K Buy
12,818
+6,375
+99% +$217K ﹤0.01% 3676
2014
Q2 		$215K Buy
6,443
+4,892
+315% +$137K ﹤0.01% 4073
2014
Q1 		$43K Buy
1,551
+79
+5% +$2.05K ﹤0.01% 5588
2013
Q4 		$36K Buy
1,472
+1,390
+1,695% +$29.8K ﹤0.01% 5887
2013
Q3 		$2K Buy
+82
New +$1.43K ﹤0.01% 6623

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

Citigroup's TAX Position: Q3 2018 in Review

Citigroup sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 1,511 shares — an estimated $12K sold.

Citigroup first reported a position in TAX in Q3 2013 and held it in 20 quarters. The position peaked at $630K in Q1 2015. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Citigroup reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Citigroup sold 1,511 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $12K.
  • Citigroup first reported a position in Liberty Tax, Inc. Class A in Q3 2013 and held it in 20 quarters.
  • Citigroup's Liberty Tax, Inc. Class A position peaked at $630K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Citigroup's 13F filing for Q3 2018, filed 13 Nov 2018.