DCM
TAX

Dean Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Dean Capital 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
2014
Q4 		– Sell
-1,475
Closed -$47K – 96
2014
Q3 		$47K Sell
1,475
-210
-12% -$7.15K 0.64% 60
2014
Q2 		$56K Hold
1,685
– – 0.62% 66
2014
Q1 		$47K Buy
+1,685
New +$43.7K 0.57% 64

Other funds holding TAX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NTP
Nine Ten Partners Evanston, Illinois $308M AUM
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 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
TCM
Tygh Capital Management Portland, Oregon $782M AUM 39.44% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Dean Capital Management's TAX Position: Q4 2014 in Review

Dean Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2014, closing a stake of 1,475 shares — an estimated $47K sold.

Dean Capital Management first reported a position in TAX in Q1 2014 and held it in 3 quarters. The position peaked at $56K in Q2 2014. 67 funds tracked by Wall St. Rank hold TAX as of Q4 2014.

  • Dean Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q4 2014 after selling out during the quarter.
  • Dean Capital Management sold 1,475 Liberty Tax, Inc. Class A shares in Q4 2014, an estimated $47K.
  • Dean Capital Management first reported a position in Liberty Tax, Inc. Class A in Q1 2014 and held it in 3 quarters.
  • Dean Capital Management's Liberty Tax, Inc. Class A position peaked at $56K in Q2 2014.
  • 67 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2014.

Based on Dean Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.