Deutsche Bank
TAX

Deutsche Bank’s Liberty Tax, Inc. Class A TAX Stock Holding History

Deutsche Bank’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
-4,751
Closed -$39K – 5727
2018
Q2 		$39K Sell
4,751
-3,928
-45% -$39K ﹤0.01% 4855
2018
Q1 		$86K Sell
8,679
-15,102
-64% -$152K ﹤0.01% 4571
2017
Q4 		$260K Sell
23,781
-25,064
-51% -$314K ﹤0.01% 3908
2017
Q3 		$701K Sell
48,845
-16,203
-25% -$225K ﹤0.01% 3230
2017
Q2 		$841K Buy
65,048
+5,343
+9% +$74K ﹤0.01% 3149
2017
Q1 		$850K Sell
59,705
-32,089
-35% -$456K ﹤0.01% 2762
2016
Q4 		$1.23M Sell
91,794
-8,296
-8% -$106K ﹤0.01% 2565
2016
Q3 		$1.28M Buy
100,090
+45,656
+84% +$618K ﹤0.01% 2661
2016
Q2 		$723K Buy
54,434
+51,659
+1,862% +$688K ﹤0.01% 3078
2016
Q1 		$54K Sell
2,775
-1,149
-29% -$21.8K ﹤0.01% 4293
2015
Q4 		$92K Sell
3,924
-6,321
-62% -$144K ﹤0.01% 4103
2015
Q3 		$238K Sell
10,245
-516
-5% -$12.6K ﹤0.01% 3719
2015
Q2 		$265K Buy
10,761
+2,720
+34% +$68.6K ﹤0.01% 3747
2015
Q1 		$223K Buy
8,041
+7,594
+1,699% +$247K ﹤0.01% 3728
2014
Q4 		$15K Buy
447
+416
+1,342% +$15.1K ﹤0.01% 5616
2014
Q3 		$1K Sell
31
-4,432
-99% -$151K ﹤0.01% 5828
2014
Q2 		$148K Buy
4,463
+2,204
+98% +$61.6K ﹤0.01% 4328
2014
Q1 		$62K Buy
2,259
+751
+50% +$19.5K ﹤0.01% 4452
2013
Q4 		$36K Sell
1,508
-5,388
-78% -$116K ﹤0.01% 4497
2013
Q3 		$130K Buy
6,896
+3,959
+135% +$69K ﹤0.01% 4316
2013
Q2 		$46K Buy
+2,937
New +$48.7K ﹤0.01% 4541

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

Deutsche Bank's TAX Position: Q3 2018 in Review

Deutsche Bank sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 4,751 shares — an estimated $39K sold.

Deutsche Bank first reported a position in TAX in Q2 2013 and held it in 21 quarters. The position peaked at $1.28M in Q3 2016. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • Deutsche Bank reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Deutsche Bank sold 4,751 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $39K.
  • Deutsche Bank first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 21 quarters.
  • Deutsche Bank's Liberty Tax, Inc. Class A position peaked at $1.28M in Q3 2016.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Deutsche Bank's 13F filing for Q3 2018, filed 14 Nov 2018.