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TAX

Dean Investment Associates’s Liberty Tax, Inc. Class A TAX Stock Holding History

Dean Investment Associates’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
-25,225
Closed -$815K – 252
2014
Q3 		$815K Sell
25,225
-2,475
-9% -$84.3K 0.2% 118
2014
Q2 		$923K Hold
27,700
– – 0.21% 124
2014
Q1 		$768K Buy
+27,700
New +$719K 0.18% 125

Other funds holding TAX

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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 $637M AUM 40.98% 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 Investment Associates's TAX Position: Q4 2014 in Review

Dean Investment Associates sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2014, closing a stake of 25,225 shares — an estimated $815K sold.

Dean Investment Associates first reported a position in TAX in Q1 2014 and held it in 3 quarters. The position peaked at $923K in Q2 2014. 67 funds tracked by Wall St. Rank hold TAX as of Q4 2014.

  • Dean Investment Associates reported no remaining Liberty Tax, Inc. Class A position as of Q4 2014 after selling out during the quarter.
  • Dean Investment Associates sold 25,225 Liberty Tax, Inc. Class A shares in Q4 2014, an estimated $815K.
  • Dean Investment Associates first reported a position in Liberty Tax, Inc. Class A in Q1 2014 and held it in 3 quarters.
  • Dean Investment Associates's Liberty Tax, Inc. Class A position peaked at $923K in Q2 2014.
  • 67 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2014.

Based on Dean Investment Associates's 13F filing for Q4 2014, filed 9 Feb 2015.