CIS
TAX

Connors Investor Services’s Liberty Tax, Inc. Class A TAX Stock Holding History

Connors Investor Services’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
-8,500
Closed -$167K – 180
2016
Q1 		$167K Hold
8,500
– – 0.03% 153
2015
Q4 		$203K Buy
+8,500
New +$193K 0.04% 142
2015
Q3 		– Sell
-8,500
Closed -$210K – 162
2015
Q2 		$210K Buy
+8,500
New +$214K 0.04% 140

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 $237M AUM 21.65% 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

Connors Investor Services's TAX Position: Q2 2016 in Review

Connors Investor Services sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2016, closing a stake of 8,500 shares — an estimated $167K sold.

Connors Investor Services first reported a position in TAX in Q2 2015 and held it in 3 quarters. The position peaked at $210K in Q2 2015. 56 funds tracked by Wall St. Rank hold TAX as of Q2 2016.

  • Connors Investor Services reported no remaining Liberty Tax, Inc. Class A position as of Q2 2016 after selling out during the quarter.
  • Connors Investor Services sold 8,500 Liberty Tax, Inc. Class A shares in Q2 2016, an estimated $167K.
  • Connors Investor Services first reported a position in Liberty Tax, Inc. Class A in Q2 2015 and held it in 3 quarters.
  • Connors Investor Services's Liberty Tax, Inc. Class A position peaked at $210K in Q2 2015.
  • 56 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2016.

Based on Connors Investor Services's 13F filing for Q2 2016, filed 11 Aug 2016.