DCM
TAX

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

Delpha 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
2018
Q1 		– Sell
-184
Closed -$2K – 1653
2017
Q4 		$2K Buy
+184
New +$2.3K ﹤0.01% 1538

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Delpha Capital Management's TAX Position: Q1 2018 in Review

Delpha Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2018, closing a stake of 184 shares — an estimated $2K sold.

Delpha Capital Management first reported a position in TAX in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 62 funds tracked by Wall St. Rank hold TAX as of Q1 2018.

  • Delpha Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 184 Liberty Tax, Inc. Class A shares in Q1 2018, an estimated $2K.
  • Delpha Capital Management first reported a position in Liberty Tax, Inc. Class A in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Liberty Tax, Inc. Class A position peaked at $2K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.