GWS
TAX

Glassman Wealth Services’s Liberty Tax, Inc. Class A TAX Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-26
Closed – – 1097
2018
Q3 		$0 Hold
26
– – ﹤0.01% 1041
2018
Q2 		$0 Hold
26
– – ﹤0.01% 1042
2018
Q1 		$0 Buy
+26
New +$262 ﹤0.01% 1028

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
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 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

Glassman Wealth Services's TAX Position: Q4 2018 in Review

Glassman Wealth Services sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2018, closing a stake of 26 shares.

Glassman Wealth Services first reported a position in TAX in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 5 funds tracked by Wall St. Rank hold TAX as of Q4 2018.

  • Glassman Wealth Services reported no remaining Liberty Tax, Inc. Class A position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 26 Liberty Tax, Inc. Class A shares in Q4 2018.
  • Glassman Wealth Services first reported a position in Liberty Tax, Inc. Class A in Q1 2018 and held it in 3 quarters.
  • Glassman Wealth Services's Liberty Tax, Inc. Class A position peaked at $0 in Q3 2018.
  • 5 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.