KCM
TAX

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

Kennedy 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
Q4 		– Sell
-136,591
Closed -$1.97M – 798
2017
Q3 		$1.97M Sell
136,591
-1,143
-0.8% -$15.9K 0.04% 619
2017
Q2 		$1.78M Sell
137,734
-30,584
-18% -$424K 0.03% 603
2017
Q1 		$2.4M Sell
168,318
-69,486
-29% -$988K 0.04% 570
2016
Q4 		$3.19M Buy
237,804
+797
+0.3% +$10.2K 0.06% 519
2016
Q3 		$3.03M Buy
237,007
+86,981
+58% +$1.18M 0.06% 502
2016
Q2 		$2M Buy
150,026
+94,021
+168% +$1.25M 0.04% 567
2016
Q1 		$1.1M Buy
+56,005
New +$1.06M 0.02% 659
2014
Q3 		– Sell
-38,044
Closed -$1.27M – 801
2014
Q2 		$1.27M Sell
38,044
-24,854
-40% -$695K 0.02% 629
2014
Q1 		$1.75M Buy
62,898
+1,568
+3% +$40.7K 0.03% 566
2013
Q4 		$1.49M Buy
61,330
+18,427
+43% +$395K 0.03% 603
2013
Q3 		$813K Hold
42,903
– – 0.02% 663
2013
Q2 		$697K Buy
+42,903
New +$712K 0.01% 673

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 $237M AUM 21.65% 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

Kennedy Capital Management's TAX Position: Q4 2017 in Review

Kennedy Capital Management sold out of Liberty Tax, Inc. Class A (TAX) in Q4 2017, closing a stake of 136,591 shares — an estimated $1.97M sold.

Kennedy Capital Management first reported a position in TAX in Q2 2013 and held it in 12 quarters. The position peaked at $3.19M in Q4 2016. 69 funds tracked by Wall St. Rank hold TAX as of Q4 2017.

  • Kennedy Capital Management reported no remaining Liberty Tax, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 136,591 Liberty Tax, Inc. Class A shares in Q4 2017, an estimated $1.97M.
  • Kennedy Capital Management first reported a position in Liberty Tax, Inc. Class A in Q2 2013 and held it in 12 quarters.
  • Kennedy Capital Management's Liberty Tax, Inc. Class A position peaked at $3.19M in Q4 2016.
  • 69 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q4 2017.

Based on Kennedy Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.