GCP
TAX

GSA Capital Partners’s Liberty Tax, Inc. Class A TAX Stock Holding History

GSA Capital Partners’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
-15,009
Closed -$121K – 2078
2018
Q2 		$121K Sell
15,009
-1,682
-10% -$16.7K 0.01% 1580
2018
Q1 		$169K Sell
16,691
-100
-0.6% -$1.01K 0.01% 1495
2017
Q4 		$185K Sell
16,791
-1,900
-10% -$23.8K 0.01% 1428
2017
Q3 		$269K Sell
18,691
-17,346
-48% -$241K 0.02% 1311
2017
Q2 		$467K Sell
36,037
-27,216
-43% -$377K 0.03% 1040
2017
Q1 		$901K Sell
63,253
-4,900
-7% -$69.7K 0.05% 709
2016
Q4 		$913K Buy
68,153
+6,198
+10% +$79.2K 0.05% 611
2016
Q3 		$792K Buy
61,955
+27,677
+81% +$375K 0.04% 759
2016
Q2 		$457K Sell
34,278
-2,132
-6% -$28.4K 0.03% 1127
2016
Q1 		$713K Buy
36,410
+20,867
+134% +$395K 0.05% 765
2015
Q4 		$370K Sell
15,543
-16,400
-51% -$373K 0.02% 1346
2015
Q3 		$744K Buy
31,943
+2,046
+7% +$49.8K 0.04% 868
2015
Q2 		$740K Sell
29,897
-16,210
-35% -$409K 0.03% 1112
2015
Q1 		$1.28M Buy
46,107
+6,200
+16% +$202K 0.05% 669
2014
Q4 		$1.43M Buy
39,907
+3,800
+11% +$138K 0.1% 267
2014
Q3 		$1.17M Buy
36,107
+16,803
+87% +$572K 0.06% 400
2014
Q2 		$643K Buy
+19,304
New +$540K 0.03% 970

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
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
KA
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
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
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
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

GSA Capital Partners's TAX Position: Q3 2018 in Review

GSA Capital Partners sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 15,009 shares — an estimated $121K sold.

GSA Capital Partners first reported a position in TAX in Q2 2014 and held it in 17 quarters. The position peaked at $1.43M in Q4 2014. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

  • GSA Capital Partners reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • GSA Capital Partners sold 15,009 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $121K.
  • GSA Capital Partners first reported a position in Liberty Tax, Inc. Class A in Q2 2014 and held it in 17 quarters.
  • GSA Capital Partners's Liberty Tax, Inc. Class A position peaked at $1.43M in Q4 2014.
  • 12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on GSA Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.