DADC
TAX

D.A. Davidson & Co’s Liberty Tax, Inc. Class A TAX Stock Holding History

D.A. Davidson & Co’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
2017
Q1 		– Sell
-1
Closed -$14 – 2570
2016
Q4 		$0 Buy
+1
New +$13 ﹤0.01% 2557

Other funds holding TAX

RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.A. Davidson & Co's TAX Position: Q1 2017 in Review

D.A. Davidson & Co sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2017, closing a stake of 1 share — an estimated $14 sold.

D.A. Davidson & Co first reported a position in TAX in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 64 funds tracked by Wall St. Rank hold TAX as of Q1 2017.

  • D.A. Davidson & Co reported no remaining Liberty Tax, Inc. Class A position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1 Liberty Tax, Inc. Class A share in Q1 2017, an estimated $14.
  • D.A. Davidson & Co first reported a position in Liberty Tax, Inc. Class A in Q4 2016 and held it in 1 quarter.
  • D.A. Davidson & Co's Liberty Tax, Inc. Class A position peaked at $0 in Q4 2016.
  • 64 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.