Jim Simons
TAX

Jim Simons’s Liberty Tax, Inc. Class A TAX Stock Holding History

Jim Simons’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
Q2 		– Sell
-46,800
Closed -$473K – 3681
2018
Q1 		$473K Sell
46,800
-52,200
-53% -$525K ﹤0.01% 2933
2017
Q4 		$1.09M Sell
99,000
-49,401
-33% -$619K ﹤0.01% 2636
2017
Q3 		$2.14M Sell
148,401
-1,099
-0.7% -$15.3K ﹤0.01% 2269
2017
Q2 		$1.94M Sell
149,500
-41,252
-22% -$572K ﹤0.01% 2280
2017
Q1 		$2.72M Sell
190,752
-58,748
-24% -$835K ﹤0.01% 2070
2016
Q4 		$3.34M Buy
249,500
+49,900
+25% +$638K 0.01% 1928
2016
Q3 		$2.55M Buy
199,600
+118,900
+147% +$1.61M ﹤0.01% 2042
2016
Q2 		$1.07M Buy
+80,700
New +$1.07M ﹤0.01% 2494
2015
Q4 		– Sell
-21,296
Closed -$496K – 3529
2015
Q3 		$496K Sell
21,296
-23,603
-53% -$575K ﹤0.01% 2632
2015
Q2 		$1.11M Sell
44,899
-68
-0.2% -$1.72K ﹤0.01% 2395
2015
Q1 		$1.25M Sell
44,967
-5,233
-10% -$171K ﹤0.01% 2188
2014
Q4 		$1.79M Buy
50,200
+13,046
+35% +$474K ﹤0.01% 1865
2014
Q3 		$1.2M Buy
+37,154
New +$1.26M ﹤0.01% 1938

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jim Simons's TAX Position: Q2 2018 in Review

Jim Simons sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 46,800 shares — an estimated $473K sold.

Jim Simons first reported a position in TAX in Q3 2014 and held it in 13 quarters. The position peaked at $3.34M in Q4 2016. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

  • Jim Simons reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • Jim Simons sold 46,800 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $473K.
  • Jim Simons first reported a position in Liberty Tax, Inc. Class A in Q3 2014 and held it in 13 quarters.
  • Jim Simons's Liberty Tax, Inc. Class A position peaked at $3.34M in Q4 2016.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.