DA
TAX

Denali Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History

Denali Advisors’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
-125
Closed -$1K – 312
2018
Q2 		$1K Buy
+125
New +$1.24K ﹤0.01% 271
2014
Q3 		– Sell
-69
Closed -$2K – 282
2014
Q2 		$2K Sell
69
-63
-48% -$1.76K ﹤0.01% 227
2014
Q1 		$4K Hold
132
– – ﹤0.01% 165
2013
Q4 		$3K Buy
+132
New +$2.83K ﹤0.01% 195

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

Denali Advisors's TAX Position: Q3 2018 in Review

Denali Advisors sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 125 shares — an estimated $1K sold.

Denali Advisors first reported a position in TAX in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q1 2014. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Denali Advisors reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Denali Advisors sold 125 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $1K.
  • Denali Advisors first reported a position in Liberty Tax, Inc. Class A in Q4 2013 and held it in 4 quarters.
  • Denali Advisors's Liberty Tax, Inc. Class A position peaked at $4K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Denali Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.