HFA
TAX

High Falls Advisors’s Liberty Tax, Inc. Class A TAX Stock Holding History

High Falls Advisors’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
Q4 		– Sell
-10,153
Closed -$146K – 97
2017
Q3 		$146K Buy
+10,153
New +$141K 0.05% 88

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 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
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

High Falls Advisors's TAX Position: Q4 2017 in Review

High Falls Advisors sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2017, closing a stake of 10,153 shares — an estimated $146K sold.

High Falls Advisors first reported a position in TAX in Q3 2017 and held it in 1 quarter. The position peaked at $146K in Q3 2017. 69 funds tracked by Wall St. Rank hold TAX as of Q4 2017.

  • High Falls Advisors reported no remaining Liberty Tax, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • High Falls Advisors sold 10,153 Liberty Tax, Inc. Class A shares in Q4 2017, an estimated $146K.
  • High Falls Advisors first reported a position in Liberty Tax, Inc. Class A in Q3 2017 and held it in 1 quarter.
  • High Falls Advisors's Liberty Tax, Inc. Class A position peaked at $146K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2017.

Based on High Falls Advisors's 13F filing for Q4 2017, filed 16 Feb 2018.