Creative Planning
TAX

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

Creative Planning’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
-15,000
Closed -$121K – 2221
2018
Q2 		$121K Buy
+15,000
New +$149K ﹤0.01% 1738
2017
Q4 		– Sell
-15,000
Closed -$216K – 2049
2017
Q3 		$216K Hold
15,000
– – ﹤0.01% 1556
2017
Q2 		$194K Buy
15,000
+14,900
+14,900% +$206K ﹤0.01% 1538
2017
Q1 		$1K Hold
100
– – ﹤0.01% 4576
2016
Q4 		$1K Hold
100
– – ﹤0.01% 4558
2016
Q3 		$1K Hold
100
– – ﹤0.01% 4511
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4283
2016
Q1 		$2K Buy
+100
New +$1.9K ﹤0.01% 4034

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

Creative Planning's TAX Position: Q3 2018 in Review

Creative Planning sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 15,000 shares — an estimated $121K sold.

Creative Planning first reported a position in TAX in Q1 2016 and held it in 8 quarters. The position peaked at $216K in Q3 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Creative Planning reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Creative Planning sold 15,000 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $121K.
  • Creative Planning first reported a position in Liberty Tax, Inc. Class A in Q1 2016 and held it in 8 quarters.
  • Creative Planning's Liberty Tax, Inc. Class A position peaked at $216K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.