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TAX

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

Craig A. Drill’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
-63,000
Closed -$2.25M – 24
2014
Q4 		$2.25M Sell
63,000
-37,000
-37% -$1.34M 3.65% 6
2014
Q3 		$3.23M Hold
100,000
– – 4.6% 5
2014
Q2 		$3.33M Buy
100,000
+13,690
+16% +$383K 3.5% 7
2014
Q1 		$2.39M Buy
+86,310
New +$2.24M 3% 8

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 $763M AUM 26.49% 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 18.13% 1-Year Est. Return

Craig A. Drill's TAX Position: Q1 2015 in Review

Craig A. Drill sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2015, closing a stake of 63,000 shares — an estimated $2.25M sold.

Craig A. Drill first reported a position in TAX in Q1 2014 and held it in 4 quarters. The position peaked at $3.33M in Q2 2014. 60 funds tracked by Wall St. Rank hold TAX as of Q1 2015.

  • Craig A. Drill reported no remaining Liberty Tax, Inc. Class A position as of Q1 2015 after selling out during the quarter.
  • Craig A. Drill sold 63,000 Liberty Tax, Inc. Class A shares in Q1 2015, an estimated $2.25M.
  • Craig A. Drill first reported a position in Liberty Tax, Inc. Class A in Q1 2014 and held it in 4 quarters.
  • Craig A. Drill's Liberty Tax, Inc. Class A position peaked at $3.33M in Q2 2014.
  • 60 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2015.

Based on Craig A. Drill's 13F filing for Q1 2015, filed 13 May 2015.