DTL
TAX

Dynamic Technology Lab’s Liberty Tax, Inc. Class A TAX Stock Holding History

Dynamic Technology Lab’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
2017
Q4 		– Sell
-11,121
Closed -$160K – 1538
2017
Q3 		$160K Buy
+11,121
New +$154K 0.03% 937
2017
Q2 		– Sell
-15,856
Closed -$226K – 1493
2017
Q1 		$226K Buy
+15,856
New +$225K 0.05% 740

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dynamic Technology Lab's TAX Position: Q4 2017 in Review

Dynamic Technology Lab sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2017, closing a stake of 11,121 shares — an estimated $160K sold.

Dynamic Technology Lab first reported a position in TAX in Q1 2017 and held it in 2 quarters. The position peaked at $226K in Q1 2017. 69 funds tracked by Wall St. Rank hold TAX as of Q4 2017.

  • Dynamic Technology Lab reported no remaining Liberty Tax, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Dynamic Technology Lab sold 11,121 Liberty Tax, Inc. Class A shares in Q4 2017, an estimated $160K.
  • Dynamic Technology Lab first reported a position in Liberty Tax, Inc. Class A in Q1 2017 and held it in 2 quarters.
  • Dynamic Technology Lab's Liberty Tax, Inc. Class A position peaked at $226K in Q1 2017.
  • 69 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2017.

Based on Dynamic Technology Lab's 13F filing for Q4 2017, filed 9 Feb 2018.