JG
TAX

Jefferies Group’s Liberty Tax, Inc. Class A TAX Stock Holding History

Jefferies Group’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
2015
Q3 		– Sell
-877
Closed -$22K – 3480
2015
Q2 		$22K Buy
+877
New +$22.1K ﹤0.01% 2605

Other funds holding TAX

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return

Jefferies Group's TAX Position: Q3 2015 in Review

Jefferies Group sold out of Liberty Tax, Inc. Class A (TAX) in Q3 2015, closing a stake of 877 shares — an estimated $22K sold.

Jefferies Group first reported a position in TAX in Q2 2015 and held it in 1 quarter. The position peaked at $22K in Q2 2015. 56 funds tracked by Wall St. Rank hold TAX as of Q3 2015.

  • Jefferies Group reported no remaining Liberty Tax, Inc. Class A position as of Q3 2015 after selling out during the quarter.
  • Jefferies Group sold 877 Liberty Tax, Inc. Class A shares in Q3 2015, an estimated $22K.
  • Jefferies Group first reported a position in Liberty Tax, Inc. Class A in Q2 2015 and held it in 1 quarter.
  • Jefferies Group's Liberty Tax, Inc. Class A position peaked at $22K in Q2 2015.
  • 56 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q3 2015.

Based on Jefferies Group's 13F filing for Q3 2015, filed 13 Nov 2015.