CCM
TAX

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

Coe 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
2016
Q2 		– Sell
-22,982
Closed -$450K – 289
2016
Q1 		$450K Buy
+22,982
New +$435K 0.14% 160

Other funds holding TAX

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 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 $788M AUM 13.82% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Coe Capital Management's TAX Position: Q2 2016 in Review

Coe Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2016, closing a stake of 22,982 shares — an estimated $450K sold.

Coe Capital Management first reported a position in TAX in Q1 2016 and held it in 1 quarter. The position peaked at $450K in Q1 2016. 56 funds tracked by Wall St. Rank hold TAX as of Q2 2016.

  • Coe Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q2 2016 after selling out during the quarter.
  • Coe Capital Management sold 22,982 Liberty Tax, Inc. Class A shares in Q2 2016, an estimated $450K.
  • Coe Capital Management first reported a position in Liberty Tax, Inc. Class A in Q1 2016 and held it in 1 quarter.
  • Coe Capital Management's Liberty Tax, Inc. Class A position peaked at $450K in Q1 2016.
  • 56 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2016.

Based on Coe Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.