Goldman Sachs’s Liberty Tax, Inc. Class A TAX Stock Holding History

Goldman Sachs’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	-72,215	Closed	-$583K	–	5971
2018 Q2	$583K	Buy	+72,215	New	+$717K	﹤0.01%	4418
2018 Q1	–	Sell	-23,636	Closed	-$260K	–	6630
2017 Q4	$260K	Buy	+23,636	New	+$296K	﹤0.01%	5261
2017 Q3	–	Sell	-22,607	Closed	-$293K	–	7021
2017 Q2	$293K	Buy	22,607 +3,552	+19%	+$49.2K	﹤0.01%	5530
2017 Q1	$272K	Buy	19,055 +4,200	+28%	+$59.7K	﹤0.01%	5536
2016 Q4	$199K	Buy	+14,855	New	+$190K	﹤0.01%	5774
2016 Q3	–	Sell	-19,722	Closed	-$263K	–	7312
2016 Q2	$263K	Buy	+19,722	New	+$263K	﹤0.01%	5460
2016 Q1	–	Sell	-12,018	Closed	-$286K	–	7468
2015 Q4	$286K	Buy	+12,018	New	+$273K	﹤0.01%	5393

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

Goldman Sachs's TAX Position: Q3 2018 in Review

Goldman Sachs sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 72,215 shares — an estimated $583K sold.

Goldman Sachs first reported a position in TAX in Q4 2015 and held it in 7 quarters. The position peaked at $583K in Q2 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

Goldman Sachs reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
Goldman Sachs sold 72,215 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $583K.
Goldman Sachs first reported a position in Liberty Tax, Inc. Class A in Q4 2015 and held it in 7 quarters.
Goldman Sachs's Liberty Tax, Inc. Class A position peaked at $583K in Q2 2018.
12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Goldman Sachs's 13F filing for Q3 2018, filed 14 Nov 2018.