Highlander Capital Management’s Liberty Tax, Inc. Class A TAX Stock Holding History

Highlander Capital Management’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 Q2	–	Sell	-3,079	Closed	-$44K	–	769
2017 Q1	$44K	Hold	3,079	–	–	0.04%	368
2016 Q4	$41K	Hold	3,079	–	–	0.04%	383
2016 Q3	$39K	Hold	3,079	–	–	0.03%	398
2016 Q2	$41K	Sell	3,079 -5,921	-66%	-$78.9K	0.04%	393
2016 Q1	$176K	Hold	9,000	–	–	0.16%	159
2015 Q4	$214K	Sell	9,000 -1,000	-10%	-$22.7K	0.2%	134
2015 Q3	$232K	Hold	10,000	–	–	0.22%	127
2015 Q2	$248K	Sell	10,000 -1,000	-9%	-$25.2K	0.22%	119
2015 Q1	$306K	Hold	11,000	–	–	0.26%	94
2014 Q4	$393K	Sell	11,000 -5,237	-32%	-$190K	0.34%	76
2014 Q3	$524K	Sell	16,237 -2,000	-11%	-$68.1K	0.49%	51
2014 Q2	$607K	Hold	18,237	–	–	0.55%	46
2014 Q1	$506K	Sell	18,237 -1,000	-5%	-$25.9K	0.47%	51
2013 Q4	$467K	Sell	19,237 -3,000	-13%	-$64.4K	0.44%	60
2013 Q3	$421K	Sell	22,237 -3,000	-12%	-$52.2K	0.42%	59
2013 Q2	$410K	Buy	+25,237	New	+$419K	0.43%	57

Other funds holding TAX

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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 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

Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Highlander Capital Management's TAX Position: Q2 2017 in Review

Highlander Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2017, closing a stake of 3,079 shares — an estimated $44K sold.

Highlander Capital Management first reported a position in TAX in Q2 2013 and held it in 16 quarters. The position peaked at $607K in Q2 2014. 57 funds tracked by Wall St. Rank hold TAX as of Q2 2017.

Highlander Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q2 2017 after selling out during the quarter.
Highlander Capital Management sold 3,079 Liberty Tax, Inc. Class A shares in Q2 2017, an estimated $44K.
Highlander Capital Management first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 16 quarters.
Highlander Capital Management's Liberty Tax, Inc. Class A position peaked at $607K in Q2 2014.
57 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2017.

Based on Highlander Capital Management's 13F filing for Q2 2017, filed 15 Aug 2017.