Fidelity Investments
TAX

Fidelity Investments’s Liberty Tax, Inc. Class A TAX Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-10,690
Closed -$143K – 2742
2016
Q4 		$143K Buy
+10,690
New +$137K ﹤0.01% 2630
2016
Q2 		– Sell
-25,111
Closed -$492K – 2735
2016
Q1 		$492K Buy
25,111
+3,200
+15% +$60.6K ﹤0.01% 2552
2015
Q4 		$522K Hold
21,911
– – ﹤0.01% 2598
2015
Q3 		$510K Hold
21,911
– – ﹤0.01% 2586
2015
Q2 		$542K Sell
21,911
-19,200
-47% -$484K ﹤0.01% 2609
2015
Q1 		$1.14M Sell
41,111
-1,300
-3% -$42.4K ﹤0.01% 2501
2014
Q4 		$1.52M Buy
42,411
+1,800
+4% +$65.4K ﹤0.01% 2474
2014
Q3 		$1.31M Buy
40,611
+700
+2% +$23.8K ﹤0.01% 2498
2014
Q2 		$1.33M Sell
39,911
-1,100
-3% -$30.8K ﹤0.01% 2466
2014
Q1 		$1.14M Sell
41,011
-27,796
-40% -$721K ﹤0.01% 2461
2013
Q4 		$1.67M Buy
68,807
+14,245
+26% +$306K ﹤0.01% 2386
2013
Q3 		$1.03M Sell
54,562
-1,360
-2% -$23.7K ﹤0.01% 2450
2013
Q2 		$909K Buy
+55,922
New +$928K ﹤0.01% 2427

Other funds holding TAX

RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments's TAX Position: Q1 2017 in Review

Fidelity Investments sold out of Liberty Tax, Inc. Class A (TAX) in Q1 2017, closing a stake of 10,690 shares — an estimated $143K sold.

Fidelity Investments first reported a position in TAX in Q2 2013 and held it in 13 quarters. The position peaked at $1.67M in Q4 2013. 64 funds tracked by Wall St. Rank hold TAX as of Q1 2017.

  • Fidelity Investments reported no remaining Liberty Tax, Inc. Class A position as of Q1 2017 after selling out during the quarter.
  • Fidelity Investments sold 10,690 Liberty Tax, Inc. Class A shares in Q1 2017, an estimated $143K.
  • Fidelity Investments first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 13 quarters.
  • Fidelity Investments's Liberty Tax, Inc. Class A position peaked at $1.67M in Q4 2013.
  • 64 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q1 2017.

Based on Fidelity Investments's 13F filing for Q1 2017, filed 11 May 2017.