Federated Hermes’s Liberty Tax, Inc. Class A TAX Stock Holding History

Federated Hermes’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	-46,827	Closed	-$378K	–	2393
2018 Q2	$378K	Sell	46,827 -40,345	-46%	-$400K	﹤0.01%	1451
2018 Q1	$880K	Buy	87,172 +957	+1%	+$9.63K	﹤0.01%	1267
2017 Q4	$948K	Buy	86,215 +8,125	+10%	+$102K	﹤0.01%	1236
2017 Q3	$1.12M	Sell	78,090 -800	-1%	-$11.1K	﹤0.01%	1168
2017 Q2	$1.02M	Buy	78,890 +6,300	+9%	+$87.3K	﹤0.01%	1191
2017 Q1	$1.03M	Buy	72,590 +6,952	+11%	+$98.8K	﹤0.01%	1161
2016 Q4	$880K	Buy	65,638 +149	+0.2%	+$1.9K	﹤0.01%	1174
2016 Q3	$837K	Buy	65,489 +23,114	+55%	+$313K	﹤0.01%	1149
2016 Q2	$564K	Buy	+42,375	New	+$564K	﹤0.01%	1248
2014 Q4	–	Sell	-50	Closed	-$2K	–	2099
2014 Q3	$2K	Sell	50 -249	-83%	-$8.48K	﹤0.01%	1939
2014 Q2	$10K	Buy	+299	New	+$8.36K	﹤0.01%	1735

Other funds holding TAX

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 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

Federated Hermes's TAX Position: Q3 2018 in Review

Federated Hermes sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 46,827 shares — an estimated $378K sold.

Federated Hermes first reported a position in TAX in Q2 2014 and held it in 11 quarters. The position peaked at $1.12M in Q3 2017. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

Federated Hermes reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
Federated Hermes sold 46,827 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $378K.
Federated Hermes first reported a position in Liberty Tax, Inc. Class A in Q2 2014 and held it in 11 quarters.
Federated Hermes's Liberty Tax, Inc. Class A position peaked at $1.12M in Q3 2017.
12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Federated Hermes's 13F filing for Q3 2018, filed 13 Nov 2018.