Israel Englander’s Liberty Tax, Inc. Class A TAX Stock Holding History

Israel Englander’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	-90,266	Closed	-$729K	–	4537
2018 Q2	$729K	Buy	+90,266	New	+$896K	﹤0.01%	2997
2018 Q1	–	Sell	-32,127	Closed	-$353K	–	4326
2017 Q4	$353K	Buy	32,127 +17,462	+119%	+$219K	﹤0.01%	3257
2017 Q3	$211K	Buy	+14,665	New	+$204K	﹤0.01%	3220
2016 Q3	–	Sell	-14,766	Closed	-$197K	–	3812
2016 Q2	$197K	Buy	+14,766	New	+$197K	﹤0.01%	2907
2016 Q1	–	Sell	-9,175	Closed	-$219K	–	3872
2015 Q4	$219K	Buy	+9,175	New	+$209K	﹤0.01%	3055

Other funds holding TAX

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Israel Englander's TAX Position: Q3 2018 in Review

Israel Englander sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2018, closing a stake of 90,266 shares — an estimated $729K sold.

Israel Englander first reported a position in TAX in Q4 2015 and held it in 5 quarters. The position peaked at $729K in Q2 2018. 12 funds tracked by Wall St. Rank hold TAX as of Q3 2018.

Israel Englander reported no remaining Liberty Tax, Inc. Class A position as of Q3 2018 after selling out during the quarter.
Israel Englander sold 90,266 Liberty Tax, Inc. Class A shares in Q3 2018, an estimated $729K.
Israel Englander first reported a position in Liberty Tax, Inc. Class A in Q4 2015 and held it in 5 quarters.
Israel Englander's Liberty Tax, Inc. Class A position peaked at $729K in Q2 2018.
12 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2018.

Based on Millennium Management's 13F filing for Q3 2018, filed 14 Nov 2018.