CWAM
TAX

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

Columbia Wanger 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
-473,900
Closed -$16.9M – 258
2014
Q4 		$16.9M Buy
473,900
+71,600
+18% +$2.6M 0.08% 231
2014
Q3 		$13M Buy
402,300
+192,320
+92% +$6.55M 0.06% 253
2014
Q2 		$6.99M Buy
+209,980
New +$5.87M 0.03% 279

Other funds holding TAX

RA
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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Wells Fargo
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
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

Columbia Wanger Asset Management's TAX Position: Q1 2015 in Review

Columbia Wanger Asset Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2015, closing a stake of 473,900 shares — an estimated $16.9M sold.

Columbia Wanger Asset Management first reported a position in TAX in Q2 2014 and held it in 3 quarters. The position peaked at $16.9M in Q4 2014. 60 funds tracked by Wall St. Rank hold TAX as of Q1 2015.

  • Columbia Wanger Asset Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2015 after selling out during the quarter.
  • Columbia Wanger Asset Management sold 473,900 Liberty Tax, Inc. Class A shares in Q1 2015, an estimated $16.9M.
  • Columbia Wanger Asset Management first reported a position in Liberty Tax, Inc. Class A in Q2 2014 and held it in 3 quarters.
  • Columbia Wanger Asset Management's Liberty Tax, Inc. Class A position peaked at $16.9M in Q4 2014.
  • 60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2015.

Based on Columbia Wanger Asset Management's 13F filing for Q1 2015, filed 1 May 2015.